Have a business to avail of the many tax deductions for a business owner. If you do not have one, I will help you own one for no capital and no experience but with full field training. Call Connie 408-854-1883 and also email motherhealth@gmail.com. There are in-person orientation in 50 US states, one in SoCalContinue reading “Do you need tax deductions?”
Category Archives: Finance
$6k tax deferred investment or $100k tax free savings
A 48 yr old tax payer wants to avail of the tax deferred plan for her tax return and asked her tax preparer what to choose. Whether to choose a $6k tax deferred savings or save at least $100k from taxes for her future savings by saving inside an Index Universal Life policy with investmentContinue reading “$6k tax deferred investment or $100k tax free savings”
Retirement Threats by Connie Dello Buono
Taxes,Spending unwisely,Market Risks,Health threats,and No asset protection are the major threats to our retirement plan. Taxes About 40-50% of our retirement savings (401k/IRA) go to paying taxes:federal,state,penalties,and capital gains. We are taxed in many ways: income, sales,estate,capital gains,others. Tax-free retirement plan using IUL The way to protect our retirement savings is a tax-free retirement planContinue reading “Retirement Threats by Connie Dello Buono”
Expenses you cannot deduct as a business owner per Pub 535
bribes and kickbacks charitable and political contributions demolition expenses or losses dues to business, social, athletic, luncheon, sporting, airline and hotel clubs lobbying expenses penalties and fines you pay to a government agency personal, living and family expenses repairs that add to the value of your property or significantly increases its life
Some companies are not providing 401k retirement plan
There is a better than 401k retirement plan with tax-free IUL index strategy with zero market risk that grows up to 13% and living benefits added free (access to $1.5M when stroke, cancer, or disability occurs). If you want to protect your wealth from 50% taxes after accumulation and from market risks, call Connie Dello BuonoContinue reading “Some companies are not providing 401k retirement plan”
Tax-free retirement savings using index strategy
doctor stanford retirement savings index strategy taxfree prepared by connie Dear 19-yr son, In the many years that you will be working, you will be managing your money. There is a way to save early and harvest tax-free all the growth, withdrawal and accumulation of your hard earned money plus leaving an estate to yourContinue reading “Tax-free retirement savings using index strategy”
Protecting your wealth with zero market risks and living benefits up to $1.5M
Cut costs in bank fees, home/car insurance, dining, and more
Cut costs , save more Home/Car Insurance and Financial Fees Save almost $600 a year Some credit cards sock you with fees of $30-plus, the FDIC reports, if you’re even a day late with your payment. Say you have a bad math week and bounce a check—that’s a fortune right there. Stay on top ofContinue reading “Cut costs in bank fees, home/car insurance, dining, and more”
John Bogle’s book- The Little Book of Common Sense Investing, a review by Trent
Chapter 1: A Parable You can read this first chapter in its entirety on John Bogle’s personal site, but suffice it to say that much of the chapter focuses on a retelling of Warren Buffett’s classic tale of the Gotrocks and the Helpers. In a nutshell, the point of the tale is that individuals thatContinue reading “John Bogle’s book- The Little Book of Common Sense Investing, a review by Trent”
How do you avoid the estimated 50% total taxes from your 401k before you reach 59.5 yrs old?
A qualified plan can be moved to another qualified plan (tax deferred). After moving to a qualified plan such as an Index Annuity (with up to 13% return), You can use the yearly return to fund your Index Strategy UL, with tax-free accumulation. For those who do not have a 401k or self-funded retirement plan,Continue reading “How do you avoid the estimated 50% total taxes from your 401k before you reach 59.5 yrs old?”
What inspires you to wake up early morn to a job or a business
These are the reasons that inspires most of us to succeed no matter what Retiring your wife, your mother or yourself from the corporate world To be an expert in your field of endeavor To learn new skills, to find new answers and to be significant Sending your teens to college Building your dream houseContinue reading “What inspires you to wake up early morn to a job or a business”
Five Money Personalities, speaking about love and money relationship by Scot and Bethany Palmer
Chapter One When Love and Money Collide It all starts with the vows: for richer or poorer. We stand up at our weddings and recite those vows fully expecting that we will happily stand by each other, no matter what. We have big dreams about the life we’re starting with this person we love soContinue reading “Five Money Personalities, speaking about love and money relationship by Scot and Bethany Palmer”
Preschool, home school, Montessori elementary, the “Outliers” book for the success of our children
As working parents, we have to choose quality child care and schools. I was fortunate to have a public Hammer Montessori elementary school in San Jose when my children now 17 and 19 where young. My nieces and nephews in the Philippines go to a private school simply because the elementary schools have no budgetContinue reading “Preschool, home school, Montessori elementary, the “Outliers” book for the success of our children”
Re-evaluate your spending
Riding a bike to work could save you hundreds, if not thousands, of dollars a year on transportation costs. Tired of ending every month in the hole with no idea where your hard-earned money went? It may be time to re-evaluate your spending. In a recent Reddit thread, users shared their best tips for quicklyContinue reading “Re-evaluate your spending”