Create an estate with the stroke of a pen and increase your net worth and income. Attend every Tuesdays TAX free retirement planning seminar at Umpqua Bank , 1-hr session, 9-10, 10-11 and 11-12noon. Free gourmet coffee with mushroom and other health vendors from essential oils to weight loss to increase your income. RSVP to Connie 408-854-1883Continue reading “Increase your net worth and net income: Tax Free Retirement Planning seminar”
Tag Archives: retirement
Tax saving rescue from your 401k/IRA to index annuities-IUL
Call Connie Dello Buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com for diversification and asset protection with tax advantage to you and your heirs. Learn how to have a tax advantage retirement income from 45-75 yrs of age. Mon-Fri in San Jose and San Mateo and on Sat in Fremont. One one one presentation orContinue reading “Tax saving rescue from your 401k/IRA to index annuities-IUL”
Pay yourself first, car and housing are major expenses
Withdraw a net $75,000 per year from $1 million earning 7.5% in a 0% tax bracket
Teachers, nurses and workers are my heroes. They worked hard and so I pledge to help them with tax free retirement income for life. Whethere you have only $300 per month to save or a $1M to set aside towards a lifetime retirement income, indexing strategy using an IUL will help you withdraw a netContinue reading “Withdraw a net $75,000 per year from $1 million earning 7.5% in a 0% tax bracket”
No retirement income at 65, plan early and review yearly
I met two people this year who had made millions in the past 20 yrs and they are broke now with no retirement income. They prioritize mansions and others before they have ensured their most important asset, their life with sufficient retirement income, money during health threats/long term care, investments with no market risks andContinue reading “No retirement income at 65, plan early and review yearly”
How Can You Receive Nursing Home Benefits Without Losing Your Hard-Earned Assets?
Retirement_Asset_Protection connie dello buono You do not have to lose your hard earned money for lifetime retirement should you need nursing home care. Prepare many years in advance for asset protection and health planning. Government regulations for health care benefits look at your assets 5 years back. Plan for your estate, gifting your children andContinue reading “How Can You Receive Nursing Home Benefits Without Losing Your Hard-Earned Assets?”
Making your retirement plan what you wish for
A retirement plan for health care pros and docs Tax free Zero market risk Health benefits for terminal and chronic illness added at no cost In 50 US states Using 5 indexing strategies of wealth accumulation Call Connie Dello Buono 408-854-1883 motherhealth@gmail.com after you read the above ppt presentation materials. This pension plan is forContinue reading “Making your retirement plan what you wish for”
Turning 50? it is not late to prepare for your retirement savings plan
A senior costs her three homes to pay for 15yrs of staying in a care home facility.She has no retirement savings, long term care or other means of generating income. Her diabetes caused her death after 15 yrs in a care home with not enough exercise and motivation to eat healthy food even when theContinue reading “Turning 50? it is not late to prepare for your retirement savings plan”
Frugal habits of those who retired rich
Roth IRA and Index Universal Life Policy, both tax free retirement plans
Roth IRA, municipal bonds and Index Universal Life Policies (IUL) are all tax free retirement plans. I choose Index Universal Life Policy with living benefits because of the many limitations of Roth IRA. With my age and income fluctuations, I can save more in sickness or health, create a bigger estate when I die and not haveContinue reading “Roth IRA and Index Universal Life Policy, both tax free retirement plans”
Retirement planning for doctors and health care pros
tax free retirement for doctors and health care professionals_ Here is an example of saving during a low tax environment and taking retirement income when tax rates are higher. As you can see, although you may accumulate more money through a pre-tax plan, if your tax bracket is high enough in retirement, your net incomeContinue reading “Retirement planning for doctors and health care pros”
Retirement strategies for women
Retirement_Strategies_for_Women Call Connie 408-854-1883 if you want to earn extra income without working more than 3 jobs or if you want to retire with sufficient pension, tax free and with living benefits (access to funds in your pocket from $100k to $1.5M during health threats – similar to long term care , added at noContinue reading “Retirement strategies for women”
Doctors, carehome owners and caregivers are some of my clients
They all know that health threats like cancer,stroke or disability can occur without warning. And that they are safe in knowing that they can leave behind a substantial estate with a stroke of a pen to their love ones. And that to act now means ensuring their retirement for lifetime income sooner than later withContinue reading “Doctors, carehome owners and caregivers are some of my clients”
how the rich saved their money wisely and the smart middle class retiring with sufficient nest egg
Saving money ($5k per year) from the time that the baby is one year old can make the baby a Million dollar baby. Procrastination will not help us save for retirement. Most people are in debts because they focus on their debts that they have no money left to keep and save. Did you knowContinue reading “how the rich saved their money wisely and the smart middle class retiring with sufficient nest egg”