Sample Illustration Male age 32 non smoker
preferred plus health
-
$500/month and $1000/month savings from
age 33 through 66.
-
Tax free withdrawals from age 67 to 120
-
Initial Tax-Free
Death Benefit to complete plan in event of early death: $574,917
and $1,171,155
|
Tax-Free Annual Income
|
ROR
|
$500/month
|
$1,000/month
|
8.11%
|
$ 97,225
|
$198,917
|
8.00%
|
$ 92,666
|
$189,608
|
6.00%
|
$ 32,965
|
$ 67,510
|
The above is a summary
and not full disclosure. The above rates of return are not guaranteed.
They are projections based on historical index performance.
|
There
are two systems of taxation in our country: one for the informed
and one for the uninformed.
Honorable
Learned Hand US Appeals Court Justice
More Job Killing Tax Hikes?
|
Three
Safe Income Strategies
-
Focused
on Keeping your money safe
-
Generating
a steady dependable income stream you can count on
-
Paying
more than Bank CDs, Money Markets and Treasuries
-
Without
the downside risk and volatility of stocks, bonds and mutual funds.
The
Safe Income Strategies work.
-
During
the Financial Melt down of 2008 & 2009, none of our clients
lost money due to market volatility with these strategies.
-
There
Capital was secure and their Income was steady and dependable.
Solutions
for You.
In
addition to the above benefits, Safe Income Strategy #3 offers:
-
Tax-Free
Retirement Income when properly structured.
-
Higher
caps than Safe Income Strategy #2, and potentially higher returns.
-
Triple
compounding - you earn interest on your principal, interest on
your interest & interest on the tax dollars that are eliminated.
-
No
downside risk due to market volatility. Your money is safe because
you are never in the market.
-
You'll
sleep better knowing the yo-yo ups and downs of the market
are behind you.
-
You earn interest based on market index performance.
-
Your
capital is
never
at risk.
You never
have
to dig out of a market hole. You'll never
be in a position of having to double your remaining funds just
to get
even.
Worst
case scenario - Market is down 50% or more, your capital is
secure - no loses and you get credited zero interest that year.
Zero
is your hero. While your friends in mutual funds suffered big
losses, you lost no capital. Some policies pay a minimum return
of 1% in down years.
-
Tax
Free Death Benefit - Completes your tax-free retirement plan in event
of early death.
-
Flexible
premiums
What should you do?
-
Call me direct
at 800-955-7898 to discuss your situation
-
We will tailor a solution to your situation.
-
You will find the solutions easy to understand and implement.
-
Stop contributing
to traditional IRAs, 401(k)s and 403(b) retirement plans. Redirect
your contributions into Safe Income Strategy
#3, which will grow
your money tax Free.
-
If you are getting
a company match on your 401(k) retirement plan, only contribute enough
to get the match, this is free money. Redirect the excess to Safe
Income Strategy #3.
-
For money already
in a traditional IRA, 401(k) or 403(b) retirement plan, rolling the
money into a properly structured IRA using Safe
Income Strategy #2,
could stretch the tax liability over multi-generations, possibly
tripling
the money
available
to
your family.
|
|
“Anyone
may arrange his affairs so that his taxes shall be as low as possible;
he is not bound to choose that pattern which best pays the treasury.
There is not even a patriotic duty to increase one’s taxes.
Over and over again the Courts have said that there is nothing sinister
in so arranging affairs as to keep taxes as low as possible. Everyone
does it, rich and poor alike and all do right, for nobody owes any
public duty to pay more than the law demands: Taxes are enforced
exactions, not voluntary contributions. To demand more in the name
of morals is mere cant.”
–Honorable
Learned Hand, U.S. Appeals Court Judge, Helvering v. Gregory, 69
F.2d 809 (1934)
|