Trust.strength.integrity.community solution minded. clients first. My goal is helping one family at a time maximize wealth, minimize taxes, grow their retirement savings at 13.5% return ,safe,guaranteed and with access to funds when cancer , stroke or disability arise for funds up to $1.5M. Help new business owners in financial planning and retirement/college planning, start theirContinue reading “Why choose us”
Tag Archives: 401(k)
Plan for a long life
If we live, long, do we have enough retirement money? If we die young, do we have sufficient estate to leave the next generation to pay for mortgage and other expenses? If we have health threats like stroke, cancer or long term disability, do we have the reserve that will prevent foreclosure of our houseContinue reading “Plan for a long life”
LSW , Best Indexed Annuities
Most 30 yr olds are smart in their retirement savings. They dislike the 1% rate of return. If you want to give a savings plan to your grandchildren or children, call 408-854-1883. Call for an estate you can give to the next generation with a stroke of a pen. If you are 50plus, it isContinue reading “LSW , Best Indexed Annuities”
2013 tax plan before you reach 59.5 yrs old and funds during illness
Retire Early Healthy and Tax-free Connie Dello Buono Federal and state taxes and penalties amount to 50% when you use your retirement savings before you reach the age of 59.5yrs old. Do you want access to funds from $100k to $1.35M when terminal, critical or chronic illness strikes at no additional costs? Do you wantContinue reading “2013 tax plan before you reach 59.5 yrs old and funds during illness”
Saving monthly and walk TALL, get you tax refund now
Your savings affect the way you walk and talk A man with savings, may appraise opportunities in a relaxed way and have time for judicious estimates and not be rushed by economic necessity He can afford to resign in his job, and as such he is more useful and promotable, giving his company the benefitContinue reading “Saving monthly and walk TALL, get you tax refund now”
No 401k, have your own retirement plan 801k
A new report from the National Institute on Retirement Security, based on analysis of the 2010 Survey of Consumer Finances, shows that about 45 percent of all working-age households don’t hold any retirement account assets, whether in an employer-sponsored 401(k) type plan or an individual retirement account. Among those 55 to 64 years old, two-thirdsContinue reading “No 401k, have your own retirement plan 801k”
Stop eroding your retirement income from 401k fees, consumerreports.org
Among workers 18-34 years old, 56% are not saving. A 58-yr old who saved by putting aside $100 per month since 1979 lost around $100k in 401k fees. Wallmart and its brokerage, Merrill Lynch, agreed to pay $13.5 million settlement in a class action suit by failing to negotiate lower 401k fees for the plan’sContinue reading “Stop eroding your retirement income from 401k fees, consumerreports.org”
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”
Key points in retirement plans, min taxes from sale of your business
Can your current CD, mutual funds, tax-qualified retirement plans and 401k provide you with 6 added values listed below? 1. Safety 2. High growth potential 3. Tax-deferred growth 4. Tax-free access during your lifetime 5. An income-tax free benefit will pass to your heirs at death 6. Accept an incredibly large lump-sum of money Reference:Continue reading “Key points in retirement plans, min taxes from sale of your business”
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” 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” 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”