Tax-Free Pension Alternatives History vs. 401(k)…a 15 year look back of the S&P 500.

Tax-Free Pension Alternatives History vs. 401(k)…a 15 year look back of the S&P 500.

Tax-Free Pension Alternatives History vs. 401(k) ... a 15 year look back of S&P 500
Tax-Free Pension Alternatives History vs. 401(k) … a 15 year look back of S&P 500

Watch the Retirement-Toolbox Video

Video shows how the tax-free Pension Alternatives work. No downside risk.  No more Stock Market Losses.  Gains locked in annually, so you never give back profits already earned.   Participation in market upside up to a 14% cap.  Current caps are 13% to 16% depending on the index chosen.

https://www.youtube.com/watch?v=9aC19FsQykQ

A 15 Year Look Back:

$100,000 Initial Investment S&P 500 Index vs. Tax-Free IUL Indexed to S&P 500 With 14% Cap and 0% Floor.

Bottom Line after 15 years; $23,000 Tax-Free Income in the Tax-Free Pension Alternatives vs.  $8,300 Taxable 401(k) income.

$254,000 Tax-Free Assets in the Tax-Free Pension Alternatives vs.  $150,000 Taxable Assets in the  401(k).

During this 15 year look back, the Tax-Free Pension Alternative produced more than 4.5 times more after tax income than the 401(k).

Steady reliable income with no downside risk
Steady reliable income with no downside risk

 

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