Retirement accounts such as 401k may the only retirement savings by some employees. But for others, there are many ways to have a better than 401k retirement savings without penalties, limits, with zero market risks and taxes, via the Index Strategy of IUL. Contact Connie Dello Buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com for tax-free retirementContinue reading “Concerns about 401k at AOL”
Tag Archives: retirement
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”
Helping others save and control spending is my mission; Doctors take on brain and money
Taxes and inflation are not within our control but spending is. I have been helping bay area residents from single mothers to couples save for retirement, college and other dream projects in the future. Most of all, they now realized that they can retire early if they save early. How much to save depends onContinue reading “Helping others save and control spending is my mission; Doctors take on brain and money”
College Student Budget
college student budget calculator A city college is the most favored place by most baby boomer parents for their children to go to especially one that is close to their house. During the times of the baby boomers, they have worked and sent themselves to school at night to get a college education. For theContinue reading “College Student Budget”
When Planning For Retirement by Lowell Herr
When Planning For Retirement by Lowell Herr
If you have made debt a part of your everyday life, you need to get rid of it as soon as possible, before you find yourself in retirement. Remember that during retirement, you don’t work for income. Whatever amount of money you get is through pension funds, and investment flow is not a regular sourceContinue reading “When Planning For Retirement by Lowell Herr”
Prevent banckruptcy or foreclosure when health threats occur
The following are health threats:. cancer, stroke or disability that can wipe out your life’s savings. There is a Life Policy where 3 riders come free, added at no cost with access up to $1.5M when health threats occur (directly to your pocket). Contact Connie Dello Buono 408-854-1883 CA Life Lic 0G60621 at motherhealth@gmail.com 1708 HallmarkContinue reading “Prevent banckruptcy or foreclosure when health threats occur”
Taxes and Retirement plans
Most tax provisions for retirement allow you to shift taxable income from your working years, when you are probably in a higher tax bracket, to post-retirement years when you may be living on less. With a Roth Individual Retirement Arrangements (IRAs), on the other hand, you may choose to pay tax now on money thatContinue reading “Taxes and Retirement plans”
Save your money for long-term growth tax-free
Dear Fellow Saver, Like you, I have taught of saving long-term for retirement since I know that in the absence of a pension or insufficient Social Security, my own retirement income should be supplemented. A pension is a saving for retirement using an annuity, tax-deferred but taxed later on during withdrawal. I am currently workingContinue reading “Save your money for long-term growth tax-free”
An 8yr old saving $5000/yr accumulates up to $1M in 60yrs
With initial saving to start at $7,000 and around $5000/year there after, an 8-yr old can accumulate a tax-free savings that can compound annually (example return is 8%) to $1Million in 60yrs. When health threats occur, living benefits are added at no cost to the Index Universal Life policy. Call Connie Dello Buono CA LifeContinue reading “An 8yr old saving $5000/yr accumulates up to $1M in 60yrs”
Retiring wisely in the bay area, an ebook
Please send in your stories, comments and suggestions for a new book which I wanted to publish, Retiring Wisely in the Bay Area, an ebook. We are a community helping each other navigate retirement, health planning and wise savings. If you are a parent, offer your house while your children are still in college orContinue reading “Retiring wisely in the bay area, an ebook”
Give and receive a referral
Dear Friends, I am giving away gift cards for referring me to others in 50 US states. Please refer me to those who: have term life insurance or whole life with no living benefits, access to $1.5M when cancer, stroke or disability occurs added at no cost needs a college or retirement savings plan, 13%Continue reading “Give and receive a referral”
3 Threats: become ill,die too soon,live too long with no income
Why choose us
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”