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 a 45 yr old female and male in Silicon Valley.
45female in sv tax-free lifetime retirement income mindb max cash
45geek in sv tax-free lifetime retirement income mindb max cash
Have a budget, pay yourself first. Own a business for tax deductions purpose. Spend only on necessities. Have a partner who loves to save too.
50+ and over and need a job and you like helping others with the above benefits, call Connie Dello Buono 408-854-1883 motherhealth@gmail.com
CA Life Lic 0G60621
1708 hallmark lane San Jose, CA 95124
in 50 US states
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Saturday, 4/5/14 Schedule: In Vallejo to connect with 50+ unemployed or self-employed pros in N California who are looking for an opportunity of a lifetime where the search is over. Please call Connie , in Vallejo this afternoon to meet for coffee. 408-854-1883
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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