When your company matches your tax-deferred savings, then take the free money. But do you know why the IRS wants you to save tax-deferred now. Because later on, after it grows and accumulate, it will be taxed at close to 50% before you reach the age of 59.5 yrs old.
- When you invest money in a regular brokerage or CD account, you are like walking your retirement savings.
- You are riding a bike with your 401k or IRA that will be taxed during accumulation, withdrawal and growth.
- But, if you want a jet plane to retirement saving vehicle, choose tax-free Index Universal Life policy.
- And to help you more, we add a full living benefits with access to funds up to $1.5M when cancer, stroke or disability occurs at no added costs.
Would your like your retirement savings be protected from taxes in the future? Call Connie Dello Buono, a retirement savings solution provider at 408-854-1883 motherhealth@gmail.com to help you maximize your wealth and minimize taxes and be there for you when health threats occur.
“Success is not to be pursued, it is to be attracted by the person you become.” Jim Rohn
What ever you don’t decide, others will decide for you.
Believe in your dreams and put an expiration date to it.
Go from comfort zone to learning zone to panic zone to magic zone. So leave behind your comfort zone to get to the success zone, the magic zone. Be patient in your dreams.
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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