Now that I’m in my 60s, I want to be taking less risks in return for a fixed stable income from Fixed Index Annuities with bonuses and access to funds during illness and tax advantage withdrawals. Connie Dello Buono, Wealth strategists, Life lic, Annuity financial rep. 408-854-1883 email motherhealth@gmail
A couple who just turned 60 had paid their mortgage in less than 15 years by adding $500 more each month in payments. Now, they planned well for retirement by moving their 401k into a fixed index annuity that pays until they are 94 and with a base bonus of 20%. The company is numberContinue reading “Why move your 401k to a fixed index annuity that pays until 94”
When you receive your lump sum pension from your company, you can move it to Athene fixed index annuity to create a lifetime retirement pension under your control, with death benefits for your beneficiaries, safe, avoids probate, no negative market participation, with 10% bonus using Athene Agility, and other benefits. Text 4088541883, firstname.lastname@example.org ; http://www.lifeinsurance4women.comConnieContinue reading “Why take control of the lump sum pension from your company”
If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”
Gather your current financial plan and evaluate your retirement goals. Do you think you will outlive your savings? If yes, text 408-854-1883 for our field underwriter to show you a plan. Do review your current plan with your family, advisors and other pros. Fixed Index Annuities are savings you wanted to keep for at leastContinue reading “401k to annuities plan worksheet”
Annuities are insurance contracts that guarantee a fixed or variable payment to the annuitant (the investor) at some future time, usually retirement. Annuities come in different varieties with many different options (called riders) so each annuity works in its own particular way, but there are some general concepts to understand. Two Phases of Annuities Generally,Continue reading “About Annuities”
First, you can use a tax-protected retirement account to avoid paying capital gains taxes on the proceeds from your stock sales. As long as you keep the proceeds in the account and resist the urge to make premature withdrawals, you can grow your retirement savings on a tax-free basis for an indefinite period of time.
However, your retirement account may be subject to certain contribution limits. If you’re under the age of 50, you can contribute just $5,000 per year into your tax-protected IRA account. If you’re over the age of 50, you may be able to contribute as much as $6,000 into your account. Before you make any contributions, be sure to check with a licensed tax professional.
We want our boys to grow up to be good men. We want them to know that love doesn’t conquer all, but it conquers a lot. We want them to know their kids’ friends’ names and make them laugh. We want them useful and good. To be a little better than they were. A littleContinue reading “How to build a man, Esquire Mentors 2014”
Save, invest and then spend with collaboration from your CPA, tax preparer, estate planner, life insurance agents, financial planners and other professionals. Learn from them and then start an electronic fund transfer each month so that you have paid yourself first before you spend. Call Connie before the end of the year to properly allocate yourContinue reading “1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all”
During our life time, we changed jobs about 7 times and multiply that by 2 in the bay area. In Silicon Valley, half of the employees are contractors or temporary employees. Yesterday, a friend who just moved in the valley from Georgia asked how could the locals possibly afford the cost of renting or owningContinue reading “Free retirement plan review for the 13% laid off Allergan employees”
Let me help you maximize your income from your savings with safe, higher returns, guaranteed, index strategy and liquid savings plan. Connie Dello Buono CA Life Lic 0G60621 408-854-1883 email@example.com http://www.clubalthea.com I have annuity products from various insurance carriers in the USA. phoenix income today p3 phoenix income today p2 annuities lifetime income benefit annuitiesContinue reading “6% Annuities vs 2% Bank CDs for 0-80 yr olds”