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”
Tag Archives: withdrawal
Term Life Insurance versus Index Universal Life Insurance with living benefits
time value of money and social security by 2037 Like renting a house, term life insurance has no cash value and so you have no access to the growth, accumulation and distribution. It still protect your most valuable asset, your life. We pay car and home insurance but we forgot that our life is moreContinue reading “Term Life Insurance versus Index Universal Life Insurance with living benefits”
Idle Money no more in 2014
Instead of the 1% bank CDs, there is indexed annuities at 13% Safe and does not participate in the downside of the market, with Zero market risk, only participates in the upside of the market Instead of 50% taxes on withdrawal of 410K or IRA or sale of your business Start now with an IndexedContinue reading “Idle Money no more in 2014”
Retiring my mom, 78 yr old still working, I need 10 bay area pro who will save for retirement
My Why of keeping my spirit up each morning to work hard is to be able to retire my mother who still works at 78 yrs of age. Her hair is now so thin from stress, her legs so full of veins and is getting painful to walk. But, she keeps on working to supportContinue reading “Retiring my mom, 78 yr old still working, I need 10 bay area pro who will save for retirement”
2013 tax plan before you reach 59.5 yrs old and funds during illness
Retire Early Healthy and Tax-free Connie Dello Buono Federal and state taxes and penalties amount to 50% when you use your retirement savings before you reach the age of 59.5yrs old. Do you want access to funds from $100k to $1.35M when terminal, critical or chronic illness strikes at no additional costs? Do you wantContinue reading “2013 tax plan before you reach 59.5 yrs old and funds during illness”
Spend less when you retire
Forget what you know about withdrawal rates. The key to making your nest egg last is to spend less money than you earn. Due to state tax law differences, however, you’ll soon learn that where you live during retirement largely dictates what you spend. Some states, such as Minnesota and Vermont, impose a hefty taxContinue reading “Spend less when you retire”