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, there are many ways to a retirement plan.
Starting at 30,40,50,or 60 yrs of age is still doable, with your conviction to save long term, conservatively.
I met a doctor once who was selling the mountain he bought in Los Gatos.
And he said, I made more money in real estate than being a doctor.
There was a couple who started buying real estate to be rented out before they live in the third house they bought.
In the Philippines, sending all the children to college is the norm, even selling the only property they have.
Education brings wealth, an 8-5 job is a must, our parents told us.
As young people save in high-risk investments, they have to learn their lessons the hard way.
We have to have peace of mind with our savings, investments and wealth.
Our goal is to build an estate for the next generation and retire early, comfortably.
It is not too late for anyone wishing to maximize their wealth and minimize taxes, call 408-854-1883
Connie Dello Buono, CA Life Lic 0G60621
motherhealth@gmail.com
1708 Hallmark Lane , San Jose, CA 95124
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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