A Retirement Catch Up Strategy: Leverage Jump-Starts a Tax-Free Retirement Plan
Your Retirement Catch Up Strategy
Many people have not put enough money away for retirement. They need a retirement catch up strategy. Qualified plans such as IRAs, 401(k)s or 403(b) plans won’t work because of contribution limitation. Besides, they are tax-traps that could crush your retirement accounts, as the IRS could take up to 40% of each withdrawal.
There is a solution. The Tax-Free Retirement Plan which is also known as living benefit life insurance, the Tax-Free IUL. You could contribute $100,000 per year, even $1,000,000 if the insurance company will accept it.
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This tax-free pension alternative is also known as living benefit life insurance or the tax-free IUL.
Using other people’s money to leverage low yielding assets like receivables and inventory can accelerate wealth building. Our lenders can lend $1,000,000+ secured by receivables, inventory and the policy.
Interest deductions on the loan could offset taxable IRA or 401(k) withdrawals and effectively convert a taxable IRA, 401(k) and 403(b) retirement plan into a tax-free retirement plan.
A client called this the perfect retirement solution, and a 401(k) alternative.
- You don’t lose money when the markets go down!
- Share in Market Upside when Markets go up!
- Earn Reasonable Rates of Return!
- Gains Locked In Annually!
- Tax-Free Penalty Free Withdrawals at any age!
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