Index Annuities Gains In 2008, the SP500 lost about 40% of its value. Investors in indexed annuities did not lose a cent which took nearly 4 years for the SP500 to get back to 2007 levels. For individuals who were retiring in 2008, or had tax qualified accounts in an Indexed annuity and passed away, thatContinue reading “Indexed Annuity contributions are part of the distribution process in retirement”
Tag Archives: Market risk
Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible
Do not catch a falling knife but do use tax strategies to grow your wealth which is a more effective strategy than trying increase returns on risky investments. Call Connie Dello Buono to meet our senior financial advisors and wealth managers who have a track record of protecting you especially if the market corrects itselfContinue reading “Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible”
Business ownership, real estate and paper assets are your path to wealth building
Business ownership and real estate are the two wealth building asset classes financial advisers typically don’t talk about (because they can’t sell them) even though they are essential components to many wealth plans. Just to be fair, however, business ownership and real estate aren’t for everyone either. These two asset classes have their own setContinue reading “Business ownership, real estate and paper assets are your path to wealth building”
Earn $5000 per month for 40 years tax free with health benefits
38 female in cal tax free lifetime income retirement at 8percent Save $8500 per year starting the age of 38 yrs old for 30 years and receive $5000 per month as retirement income tax free with health benefits, access to funds during health threats: cancer,stroke or disability. Stop waiting to be a lotto winner. ThereContinue reading “Earn $5000 per month for 40 years tax free with health benefits”
Some companies are not providing 401k retirement plan
There is a better than 401k retirement plan with tax-free IUL index strategy with zero market risk that grows up to 13% and living benefits added free (access to $1.5M when stroke, cancer, or disability occurs). If you want to protect your wealth from 50% taxes after accumulation and from market risks, call Connie Dello BuonoContinue reading “Some companies are not providing 401k retirement plan”
What is your retirement income strategy
What is your retirement income strategy? Below are answers from others: Orygunduck–along with many other posters–believes that the best retirement plans are holistic, weaving a healthy, happy, and productive lifestyle together with a sensible portfolio plan. This poster’s six-step strategy revolves around “1) Preventive medicine, weight control, exercise daily; 2) Reliable income from income stocks;Continue reading “What is your retirement income strategy”
Cash upfront or payments over time
Call Connie 408-854-1883 motherhealth@gmail.com , now hiring in 49 states , financial retirement planners and wealth strategists ; motherhealth@gmail.com , pfaonline.com —————We are hiring: You are all invited every Monday at 7pm at 400 Oyster Pt, South San Francisco, Ste 120. Wear formal suit. Earn an income with no glass ceiling while helping othersContinue reading “Cash upfront or payments over time”
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”
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”
Start saving at 25yrs old or prepare for new careers when you are older
A 25-year-old just starting to save would only need put away about $160 each month to generate $1,000 in monthly retirement income. Start saving at age 35 and you’ll need to contribute almost $270 a month to generate the same income. For every $1,000 in monthly income, a 45-year-old just beginning to save for retirementContinue reading “Start saving at 25yrs old or prepare for new careers when you are older”
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”