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”
Tag Archives: Deferred tax
Insure your retirement income for life with Indexed Annuities
from the book, The Retirement Miracle by Patrick Kelly Do you want to insure your retirement savings against loss and ,at the same time, participate in some of the annual growth of the stock market and maybe insure that you will protect all of previous years of growth as well? Financial crisis, increased longevity and boomers’Continue reading “Insure your retirement income for life with Indexed Annuities”
Zero market risk, tax free, asset protection, living benefits
The book of Patrick Kelly, The Retirement Miracle, tells us that: 401k retirement plan is not a conservative way to save for retirement and not tax free either Index Universal Life Insurance (IUL) (never takes loses like the 401k did) with living benefits allowing you to receive 75-90% of the face value of your insuranceContinue reading “Zero market risk, tax free, asset protection, living benefits”