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Retirement Planning Dos and Donts every M-F in Mt View

Understanding IRAs Individual Retirement Accounts Understanding Annuities What is my potential estate tax liability What your savings could grow to, an estimate Social security retirement income husband and wife How much will I earn in my lifetime Leasing a car is better than buying Lump Sum today is more beneficial for you 2013 Federal incomeContinue reading “Retirement Planning Dos and Donts every M-F in Mt View”

2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View

2014 Tax Guide 40 changes from IRS 2014 Tax Guide from Forbes Dear Peninsula and bay area residents, A free 1-hr tax-free retirement planning seminar will be held at the Mt View Library March to Dec 2014 (9am-6pm).  Speakers will be invited from various financial service and tax-preparation companies. Contents: Health and Financial Threats Avoiding foreclosures SevenContinue reading “2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View”

Taxes and Retirement plans

Most tax provisions for retirement allow you to shift taxable income from your working years, when you are probably in a higher tax bracket, to post-retirement years when you may be living on less. With a Roth Individual Retirement Arrangements (IRAs), on the other hand, you may choose to pay tax now on money thatContinue reading “Taxes and Retirement plans”

An 8yr old saving $5000/yr accumulates up to $1M in 60yrs

With initial saving to start at $7,000 and around $5000/year there after, an 8-yr old can accumulate a tax-free savings that can compound annually (example return is 8%) to $1Million in 60yrs. When health threats occur, living benefits are added at no cost to the Index Universal Life policy. Call Connie Dello Buono CA LifeContinue reading “An 8yr old saving $5000/yr accumulates up to $1M in 60yrs”

Financial strategy to recover from market loses

Financial strategies of investing/savings Recover from market loses Create an estate Use asset based long term care to protect you from health threats Tax free retirement dubbed as supercharged Roth IRA Better than your 401k and IRA, a savings plan with lifetime retirement income Tax free and Risk Free Time: 9-10am,Monday-Sunday Venue: webinar Cost: Free PleaseContinue reading “Financial strategy to recover from market loses”

Retirement Strategy Supercharged

You are invited to save money with zero market risk (tax efficient) and with full living benefits (terminal, chronic and critical illness)  retirement strategy in one product  and insure your retirement income for life in an hour Retirement Strategy Supercharged webinar M-Sunday, email motherhealth@gmail.com for time. —————————— Can your current CD, mutual funds, tax-qualified retirement plansContinue reading “Retirement Strategy Supercharged”

Retire early keeping your wealth tax-free, now hiring part time financial service professionals

<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/retire-early-and-not-go-back-to-work-at-age-65yrs-and-still-buy-happiness&#8221; title=”Retire Early And Not Go Back To Work At Age 65yrs And Still Buy Happiness” target=”_blank”>Retire Early And Not Go Back To Work At Age 65yrs And Still Buy Happiness</a> </strong> from <strong><a href=”http://www.slideshare.net/clubalthea&#8221; target=”_blank”>connie dello buono</a></strong> </div> ————– Connie’s comments: Get peace of mind in knowing that you retirementContinue reading “Retire early keeping your wealth tax-free, now hiring part time financial service professionals”