Please tell me what you think of this site, the reason why I am retiring my mom at 78 as a caregiver and more… http://vimeo.com/88660241 Do you know anyone who are not happy with their job, needing a tax free retirement, and a business they can be with for the rest of their lives? AndContinue reading “The reason why I want to succeed”
Category Archives: Financial Planning 101
Free trip to Europe in 2015, a $15,000 luxury value trip for two with cash and lux
All the travel and luxury, for only referring 9 high net income clients to Connie and they will be guided to save at least $900 per month towards a lifetime tax-free retirement income with no market risks for them and their families. And most of all, access to funds up to $1.5M when cancer, stroke orContinue reading “Free trip to Europe in 2015, a $15,000 luxury value trip for two with cash and lux”
For the 80 million Americans, social security is their only retirement income
There is a shortfall between what people have saved and what they’ll need to maintain their standard of living in retirement. And, certainly, what Americans have put away for retirement is paltry. Unless we all start saving like crazy, the pundits say, we’ll have nothing to live on during our so-called golden years. Or we’llContinue reading “For the 80 million Americans, social security is their only retirement income”
Financial Calculators, commuting by plane to bayarea
comparison tax tas deferred tax free savings Tax Deffered versus Tax-free (tax free wins by over $300k) With the availability of information in the internet, it has become our library and calculator for all kinds of financial planning that will help us make better financial decisions. I paid 15% in taxes when I saved allContinue reading “Financial Calculators, commuting by plane to bayarea”
Investing, savings, tax breaks
Sins of Investing, tax-free savings , tax breaks for the rich
The rich people, earn, invest and pay taxes while the poor earn, pay taxes and spend. We can be better this 2014. There are 420 tax deductions as a business owner. Call Connie 408-854-1883 motherhealth@gmail.com to be a business owner with no capital and experience in 50 US states. Call for a risk free, tax-free withContinue reading “Sins of Investing, tax-free savings , tax breaks for the rich”
Tax breaks for raising your children
The cost of rearing a middle-class American child from infancy to the age of 18 is now an estimated at $241,000—and that’s before you start getting those college bills. Fortunately, parents get a little bit of financial relief every April, courtesy of the U.S. government. Your little ones can nab you a number of taxContinue reading “Tax breaks for raising your children”
Only one roll over of your IRAs per year
This post comes from Robert Powell at partner site MarketWatch. This column has been updated to clarify that the one-year period during which two or more IRA-to-IRA rollovers should be avoided starts when the IRA owner receives the distribution. Uncle Sam’s Tax Court just ruled that the one-rollover-per-yea<!–r rule applies to all of a taxpayer’sContinue reading “Only one roll over of your IRAs per year”
Are you people savvy, 45-55 yrs of age and in need of a career change?
A JOB is just over broke if you live in Silicon Valley. Be creative in your business, monitor your success and connect with more customers thru proper planning and time management. Save, invest and spend in this order. Many small business owners are successful because of proper marketing, time management and serving their customers well. ReferralsContinue reading “Are you people savvy, 45-55 yrs of age and in need of a career change?”
Retirement income for life with no taxes and penalties
Based on the IRS code 7702, tax-free retirement with almost no income limits and no penalties when compared to a Roth IRA or 401k is possible with an IUL policy. An IUL can provide for a tax-free retirement income of $50k per year or $100k per year depending on your savings plan each year. Below are potential savings growth for aContinue reading “Retirement income for life with no taxes and penalties”
Losing weight and saving tax-free for a lifetime retirement income
Artwork by Esther Dello Buono, social responsibility combining environment and technology To compare and contrast between losing weight and saving for retirement is similar and contrasting in some ways. We can get the applause of anyone upon seeing how we become healthy and fit and do not get any noticeable difference if we have savedContinue reading “Losing weight and saving tax-free for a lifetime retirement income”
Act now to review your retirement savings before you pay taxes
Act now to review your retirement savings before you pay taxes
Join us this noon for a webinar that will review your retirement savings and act on cutting taxes to save your wealth. Venue: gotomeeting (Note: Please download gotomeeting ahead of time.) https://global.gotomeeting.com/meeting/join/896840485 ID: 896840485 password: success2014 Email Connie: motherhealth@gmail.com Limited to: 25 attendees Time: 12:15 to 1:00pm PST Date: March 19,2014, Wednesday Learn retirement threats,Continue reading “Act now to review your retirement savings before you pay taxes”
$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”