We pay income taxes already and so we can save money, 10% or more each month to a tax free savings with no income limits and no tax traps like the IRA or Roth IRA. There are no market risks like the 401k. So call 408-854-1883 or email Connie at motherhealth@gmail.com if you want toContinue reading “No income limits and no tax traps retirement savings with an IUL index strategy”
Tag Archives: retirement savings
Retirement Threats by Connie Dello Buono
Taxes,Spending unwisely,Market Risks,Health threats,and No asset protection are the major threats to our retirement plan. Taxes About 40-50% of our retirement savings (401k/IRA) go to paying taxes:federal,state,penalties,and capital gains. We are taxed in many ways: income, sales,estate,capital gains,others. Tax-free retirement plan using IUL The way to protect our retirement savings is a tax-free retirement planContinue reading “Retirement Threats by Connie Dello Buono”
Retirement planner for bay area doctors and health pros , lessons learned
As retirement planner for our bay area doctors and health professionals, I have learned many things in helping them maximize their wealth, minimize taxes and have access to funds when health threats occur. The average working and earning years is between 40-70 yrs old. They seek retirement planning advice after 3 to 5 years workingContinue reading “Retirement planner for bay area doctors and health pros , lessons learned”