Safe Income Strategy #3

Safe Income Strategy #3 The Tax-Free Pension Alternative or Tax-Free IUL also known as Living Benefit Life Insurance

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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

 

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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?

  1. 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.

  2. 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.

  3. 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.

  4. 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)

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?

  1. 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.

  2. 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.

  3. 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.

  4. 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)

 

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