A new report from the National Institute on Retirement Security, based on analysis of the 2010 Survey of Consumer Finances, shows that about 45 percent of all working-age households don’t hold any retirement account assets, whether in an employer-sponsored 401(k) type plan or an individual retirement account. Among those 55 to 64 years old, two-thirdsContinue reading “No 401k, have your own retirement plan 801k”
Tag Archives: Tax exemption
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”
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”
What is your retirement wealth roadmap
<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/client-retirement-roadmap” title=”Client retirement roadmap” target=”_blank”>Client retirement roadmap</a> </strong> from <strong><a href=”http://www.slideshare.net/clubalthea” target=”_blank”>connie dello buono</a></strong> </div> ———- Now hiring 500 part time retirement planners to help navigate a higher rate of return, risk-free and tax-free to all retirees. Build your income tax-free and help others get fund without dying when theyContinue reading “What is your retirement wealth roadmap”