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Retirement savings plan

Retirement savings plan Hi, Hope all is well with your family and circle. Do you have time for 15-min zoom chat about your retirement plan that is safe, avoids probate, fees are less, taxes are less and guarantees a lifetime retirement income? Is each dollar in your investment account equal to a life insurance amount?Continue reading “Retirement savings plan”

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”

$79k per yer lifetime tax free no market risk retirement income for 25yr old saving $6k per yr for 30yrs

tax free no risk lifetime retirement income $79k per yr For young people just getting their careers off the ground, saving for retirement can often feel like an exercise in futility.  There are bills to pay, debt to be tackled, apartments to rent, and social lives to be had. It’s baffling to imagine putting aContinue reading “$79k per yer lifetime tax free no market risk retirement income for 25yr old saving $6k per yr for 30yrs”

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”

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”

Start saving at 25yrs old or prepare for new careers when you are older

A 25-year-old just starting to save would only need put away about $160 each month to generate $1,000 in monthly retirement income. Start saving at age 35 and you’ll need to contribute almost $270 a month to generate the same income. For every $1,000 in monthly income, a 45-year-old just beginning to save for retirementContinue reading “Start saving at 25yrs old or prepare for new careers when you are older”