start saving in your 60s, rollover your 401k, have income doubler for home health, higher rate of return than the banks, no market risks, less fees. 408-854-1883
Category Archives: retirement savings
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What is more important during your retirement
Retirement income fund for 5 years only
On to your next vacation? Retirement income fund only for 5 years! 2.75% interest for financed money (like a mortgage) towards your retirement with only your life policy and down payment as your leveraged retirement plan that you fund for 5 yrs only (50:50). Estimate your retirement here: https://lnkd.in/gFrUSSY Many years of working have usContinue reading “Retirement income fund for 5 years only”
Fund your retirement like the rich
Hi, The rich used premium financing to fund their retirement and build a bigger estate, similar to getting a mortgage to acquire a million dollar house.With leveraged retirement, the attached files will show you results when funding your retirement for only 5 years while the lenders (only life insurance policy as collateral), funds your retirement forContinue reading “Fund your retirement like the rich”
Why move your 401k to a fixed index annuity that pays until 94
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”
Retirement savings plan
Retirement savings plan Hi, Hope all is well with your family and circle. Do you have time for 15-min zoom chat about your retirement plan that is safe, avoids probate, fees are less, taxes are less and guarantees a lifetime retirement income? Is each dollar in your investment account equal to a life insurance amount?Continue reading “Retirement savings plan”
Why take control of the lump sum pension from your company
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, connie@connielifeins.com ; http://www.lifeinsurance4women.comConnieContinue reading “Why take control of the lump sum pension from your company”
Why Athene Fixed Index Annuity for lifetime pension
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”
TSP, Calpers, Retirement account that acts like a life insurance
Tax Treatment of Your Contributions:Traditional and Roth Contributions You can choose between two tax treatments for your TSP contributions: Traditional (pre-tax)-You defer paying taxes on your contributions and their earnings until you withdraw them. If you are a uniformed services member making tax-exempt contributions, your contributions will be tax-free at withdrawal but your earnings willContinue reading “TSP, Calpers, Retirement account that acts like a life insurance”
Big Changes in Social Security and Retirement Plans for 2018
Big Changes in Social Security and Retirement Plans for 2018 From 401(k) plans to individual retirement accounts to Social Security, the federal government has been busy in recent weeks adjusting numbers for 2018. Whether you’re an employee or business owner, senior management or nonexempt staff, these changes may affect how you approach retirement inContinue reading “Big Changes in Social Security and Retirement Plans for 2018”
2010 Tax Statistics in the USA
More women between the ages of 55 under 60 yrs of age worked in 2010 compared to the number of men in the same age group. In both men and women, the top earning age group is between the ages of 46 under 55 yrs of age. Disparity in income between men and women isContinue reading “2010 Tax Statistics in the USA”
Asset Protection Iron Triangle by Charles Lamm
Asset protection is not just for the wealthy any longer. When a middle class home can easily run a half million dollars in Florida or another state, and over a million in California or other state, anyone can become a target of lawsuits, divorce courts, and the IRS. You have to dig a well beforeContinue reading “Asset Protection Iron Triangle by Charles Lamm”
Doctors’ year end financial and business planning
Dear Doctor, I am a financial advisor at Harding Financial which specialize in strategic tax planning strategies using a combination of corporate structuring and financial planning. In working with new clients, we find that doctors are paying unnecessary taxes due to improper corporate structure and improper pay and financial structure. With proper corporate, financial andContinue reading “Doctors’ year end financial and business planning”