Connie Dello Buono , Life licensed for CA, WA, TX, NV to serve those who wants a retirement savings plan that is tax efficient and starts with a living trust to protect beneficiaries. Do avail of allowed gift tax for your children which you can place inside an index universal life insurance or whole lifeContinue reading “CA, NV, TX, WA for tax efficient retirement”
Category Archives: tax free savings 8-13%
Certainty in life
What will happen to my family if I die today? More than 5 insurance carriers, a life protection with access to funds, diabetes ok, save for retirement. A privilege to be approved for a life insurance policy that allows you access during critical illness and save some portion for retirement savings. Protect your mortgage, familyContinue reading “Certainty in life”
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”
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”
Warren Buffett and Solar Energy
By TheDev on February 27, 2017 11:52 am in Value Investing Warren Buffett has made headlines in the last few years regarding his involvement in the solar industry via Berkshire Hathaway’s ownership of MidAmerican Energy (now a subsidiary of Berkshire Hathaway Energy). Most notably, the company’s subsidiary NV Energy battled the rooftop solar industry in Nevada, includingContinue reading “Warren Buffett and Solar Energy”
1099 is better than W2 for middle class Americans
Many corporations have to find ways to save on taxes. Working Americans can also find ways to save on taxes. Have your own business and/or use 1099 instead of W2. Apple is an example of a smart company. We thank Apple for the many jobs it created. We should encourage more enterpreneurs and job creationContinue reading “1099 is better than W2 for middle class Americans”
1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all
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”
Yearly Financial Planning Review
Email me to help you review your financial picture and goals. motherhealt@gmail.com Connie Dello Buono CA Life and Health Lic 0G60621 408-854-1883 When you don’t plan your financial future, you cannot control it. Be accountable for all your assets and liabilities so you will always be prepared for any health threats and financial threats. RememberContinue reading “Yearly Financial Planning Review”
Retirement woes and stock market loses of 45-65 yrs olds
45 yrs old Saves $300 per month $50k yearly lifetime retirement income Sample numbers, save for 20 yrs, earnings for lifetime , returns 8-13% 55 yrs old Saves $500 per month $40k yearly lifetime retirement income Sample numbers, save for 20 yrs, earnings for lifetime , returns 8-13% At 45 yrs of age, youContinue reading “Retirement woes and stock market loses of 45-65 yrs olds”
More than 10 reasons why we need life insurance
Your greatest asset to protect is your life. As a mother and a life insurance agent, I want to show you why we need life insurance, not just for creating an immediate estate to my children in the absence of an inheritance as I am not rich at the moment. Connie Dello Buono CA LifeContinue reading “More than 10 reasons why we need life insurance”
FUTUREADVISOR.com is a free investment advisor
FutureAdvisor is an investment advisor that takes academically researched portfolio management principles and applies them to your situation. Our recommendation algorithms are based on these principles and academic works. 1. Index Investing: more effective than picking stocks FutureAdvisor’s algorithmic portfolio recommendations favor low-fee index funds. Not only do low-fee index funds perform better in the long run [1],Continue reading “FUTUREADVISOR.com is a free investment advisor”
Making your retirement plan what you wish for
A retirement plan for health care pros and docs Tax free Zero market risk Health benefits for terminal and chronic illness added at no cost In 50 US states Using 5 indexing strategies of wealth accumulation Call Connie Dello Buono 408-854-1883 motherhealth@gmail.com after you read the above ppt presentation materials. This pension plan is forContinue reading “Making your retirement plan what you wish for”
Minimum death benefit maximum cash accumulation tax free, risk free
A secret for the affluent, a life insurance that is tax free, linked to inflation (stock market) and indexing investment strategy, participating only when the market is going up (Lock In and Reset). Josh Jenkins-Robbins talks about maximum funded tax advantage life insurance contract using IRS code sections 72(e) 101 (a) 7702. I have thisContinue reading “Minimum death benefit maximum cash accumulation tax free, risk free”
65 yrs old and need to plan money withdrawals from annuities, Index UL and other plans
older-adults-money-advice I have helped older adults use tax-free retirement money and let their money work for them allocating idle money from CD towards their indexed and immediate annuities and index Universal Life Policies for a tax-free lifetime retirement income with no market risks and with health benefits when cancer,stroke or disability occurs. Call ConnieContinue reading “65 yrs old and need to plan money withdrawals from annuities, Index UL and other plans”