The Annuity Solution – Safe Income Strategy #2

Looking for a steady reliable income you can depend on and won’t out live?

The fixed index annuity solution is for you.

  • A guaranteed life time income you won’t out live.
  • The potential for increasing income to help offset inflationary loss of purchasing power.
https://youtu.be/FqOwOZB6VfE
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Retirement Dreams Recovered with a Tax Free IUL

Retirement Dreams Recovered with a Tax Free IUL

Imagine your retirement dreams restored!

No longer strapped for cash in retirement.  Your retirement dreams be restored,  as you enjoy travel, leisure activities like golf, quality time with your grandchildren, and activities with your spouse!

https://www.youtube.com/watch?v=9EUUC4CePSY

The Tax Free IUL eliminates 3 Wealth Killers:  Market losses, Taxes and Wall Street commissions, hidden fees and expenses.

The Tax Free IUL eliminates 3 wealth killers dragging down 401k returns.
The Tax Free IUL eliminates 3 wealth killers dragging down 401k returns. 

Market losses are forever and compound just like gains. The money lost never works for you again.  Remaining funds have to do double duty playing catch up as you dig out of an investment hole.

Taxes are another wealth killer.  Did you know that if you withdraw $50,000 from your 401(K) the IRS could take $20,000?  If you leave $500,000 to your spouse and kids in your 401(k) the IRS could take $200,000?

Your 401(k) is one of the most expensive ways to save for retirement.  Wall Street Commissions, hidden fees and expenses can reduce your 401(k) balance by 33% over 30 years.  In other words, after 30 years, your 401(k) balance would be 50% higher without these fees.  This could cost you more than $500,000 over your working years.

Bottom line, you may only be a 40.2% partner in your 401(K)

33.0% to Wall Street

26.8 % to IRS (40% of 67%)

40.2% to you

The Perfect Retirement Solution, known as a Tax Free Retirement Plan, a Tax-Free Pension Alternative, Living Benefit Life Insurance and a Tax Free IUL eliminates the 3 Wealth Killers:  Market losses, Taxes and Wall Street commissions, hidden fees and expenses.

It has been called the perfect solution because:

  • You don’t lose money when the markets go down, so you are never digging out of an investment hole.
  • You share in market upside when the markets go up, subject to an annual market cap rate, currently 13% to 16%.
  • You’ll earn a reasonable rate of return.
  • Gains are locked in annually, so you never give back profits previously earned.
  • Withdrawals are tax-free penalty free at any age for any reason.

Tax-Free is better.  Watch the short video and call us with comments and questions. 

You can also request a free retirement plan comparison.

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Imagine the Perfect Retirement Solution

Imagine the Perfect Retirement Solution

The Perfect Retirement Solution Looks Like This

The Perfect Retirement Solution Looks like This.
The Perfect Retirement Solution Looks like This.
https://youtu.be/t-IV8po04PA
The Perfect Retirement Solution has been known to triple after-tax retirement income
The Perfect Retirement Solution has been known to triple after-tax retirement income

The Perfect Retirement Solution, also known as a Tax-Free Pension Alternative, Living Benefit Life Insurance and a Tax-Free IUL solves this wealth killer by eliminating taxes and penalties on withdrawals.

It has been called the perfect retirement solution because:

  • You don’t lose money when the markets go down, so you are never digging out of an investment hole.
  • You share in market upside when the markets go up, subject to an annual market cap rate, currently 13% to 16%.
  • You’ll earn a reasonable rate of return.
  • Gains are locked in annually, so you never give back profits previously earned.
  • Withdrawals are tax-free penalty free at any age for any reason.
Imagine and learn about the Perfect Retirement Solution
Imagine and learn about the Perfect Retirement Solution

More videos at bruceecoxcpa.com tax-free-retirement-plans.com tax-free-income.com and dependable-income.com

Call Bruce E Cox CPA at 800-955-7898 for more information and an illustration.

 

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Longevity Risk! Will You Outlive Your Income?

Longevity Risk! Will You Outlive Your Income?

Longevity Risk!  Will you outlive your income?
Longevity Risk! Will you outlive your income?

If you retire in your 60s or 70s, your money might have to last you 30+ years.  Many people run out of retirement income in 7 to 10 years. Withdraw too much money in the early years of retirement Heavy taxation of retirement plans were not considered Risky investments caused big stock market losses. Did not save enough

Life Time Income Riders provide an Income you won't outlive.
Life Time Income Riders provide an Income you won’t outlive.
https://www.youtube.com/watch?v=lFk7n8IRCFQ

Our 3 Safe Income Strategies are focused on keeping your money safe, generating a steady reliable income you can count on, paying more than BankCDs, Money Markets & Treasuries, without the downside risk & yo-yo volatility of stocks, bonds, mutual funds or commodities.

These Strategies work.  During the Financial market melt down of 2008 & 2009, when many people saw their IRAs, 401(k)s & other retirement savings cut in half, none of our clients lost money using these strategies.

Their money was safe & secure, their income steady & reliable.

– See more at: https://dependable-income.com/

 

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Safe Income World

Safe Income World

In a Safe Income World you can earn 7x the One year CD rate.
In a Safe Income World you can earn 7x the One year CD rate.

 

Safe Income Options

Our Safe Income Strategies are focused on keeping your money safe, generating a steady reliable income stream you can count on, without the gut wrenching volatility and downside risk of stocks, bonds and mutual funds.

There are new safe income options you are probably not aware of. Until recently, they have been closely guarded secrets, known to a small group of originators, a few billionaires and a handful of hedge funds. This group had no incentive to tell you about these options. In some cases they had signed non compete, non disclosure and non circumvention agreements that prevented them from telling you. Now, this multi-billion dollar niche market has been opened to high net worth, accredited investors. We were able to convince the originators to open a new funding channel.

Discount Designer Annuities

Discount Designer Annuities

 

Payments are Guaranteed by top rated insurance companies: Allianz, Metlife, NY Life, Prudential, Allstate, Genworth John Hancock etc.

How Discount Designer Annuities work: When someone buys an immediate annuity (SPIA), elects to annuitize a deferred annuity or is receiving a structured settlement annuity payments, they no longer have a surrender option. They are stuck with the payment stream.

The reason is the Insurance Company has locked in a long term low interest liability, and it is making more money on the premiums it receives than the benefit it is paying out. That is how the Insurance Company make its money. The Insurance Company is unwilling to give up its locked in profits. It is locked in its profits by buying long term bonds. If it has to sell the bonds prior to maturity, it could incur investment losses, and this is not fair to its shareholders and other annuity holders.

Read more …

 

 

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Risk of Financial Market Aftershocks

Risk of Financial Market Aftershocks

Worried the Obama Pelosi Reid Financial Market Aftershocks could send your portfolio down another 40% to 50%?

2008 Financial Market Melt Down.  Could more Financial market aftershocks cut your portfolio in half again?
2008 Financial Market Melt Down. Could more Financial market aftershocks cut your portfolio in half again?

Out of Control Federal Debt!

US Debt Clock

 

Will A Record of Failure Catch Up With Your Portfolio?

Apology and Appeasement

  • Our Enemies don’t fear us, are Allies don’t Trust Us.
  • Benghazi and the Rise of ISIS
  • Syria, North Korea and IRAN
  • Russia, Ukraine
  • Ebola, Unsecured Borders

Job Killers

  • Obamacare
  • Environmental Regulations
  • Assault on Energy Independence, Protection of Muslim Oil Interest
  • Growth of the Federal Government
  • Punishing Successful Entrepreneurs and Small Business Owners

Assault on Seniors

  • Artificially Low Interest Rates punish Seniors who Saved and sacrificed for a comfortable Retirement
  • Obamacare Healthcare Rationing
  • Retirement Tax-Traps that could confiscate 40% of IRAs, 401(k)s and 403(b) retirement plans and hinder Seniors ability to leave a legacy to love ones.
  • Obamacare Taxes
Our Safe Income Strategies kept your money safe and secure and your income steady and reliable
Our Safe Income Strategies kept your money safe and secure and your income steady and reliable

Our Safe Income Strategies are focused on keeping your money safe, paying more than Bank CDs, money markets and Treasuries, without the downside risk and Yo-Yo volatility of stocks, bonds and mutual funds.

These strategies work.  None of our clients lost money in our safe income strategies during the 2008 Financial Market Melt Down due to market volatility. They were protected from the financial market aftershocks.  Their money was safe and secure and their income steady and reliable.

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Safe Income Strategy #1 Discounted Designer Annuities

Safe Income Strategy #1 Discounted Designer Annuities

Also known as Structured Settlement Annuities and Secondary Market Annuities

Earn 7x the One Year Bank CD rate with discounted designer annuities.
Earn 7x the One Year Bank CD rate with discounted designer annuities.

Watch the Retirement-Toolbox Videos

https://www.youtube.com/watch?v=vOYJP77fqVQ
https://www.youtube.com/watch?v=18VpMxkNpmk
https://www.youtube.com/watch?v=DHG2c-WF0uY

Discounted Designer Annuities have the same guarantees as off the shelf annuities.

Like all immediate pay annuities, there are no surrender option.  The owner cannot cash in the annuity, but they can sell it in the secondary market at a discount.    We cash out these annuities at a discount and you can earn 7 times the one year CD rate as I write this.  Call us for current rates.

 

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Tax Free Retirement Income with No Downside Risk

Tax Free Retirement Income with No Downside Risk

Did you Know?

OVER THE PAST Five YEARS OUR CLIENTS OWNING A FIXED-INDEXED UNIVERSAL LIFE POLICY HAD ZERO LOSSES DUE TO MARKET FLUCTUATIONS!

Tax Free Retirement Income with No Downside Risk
Tax Free Retirement Income with No Downside Risk
2008 Market Melt Down.  Significant Downside Risk.
2008 Market Melt Down. Significant Downside Risk.

Equity indexed universal life insurance policies also offer triple compounding with the added benefit of tax free access to the policy via policy loans. A properly structured Life insurance Policy is one of the best tax shelters still available to investors. The equity indexed universal life insurance policy has just enough life insurance to qualify as an insurance policy. They are designed to provide living benefits by maximizing cash values and minimizing the insurance.

Like the fixed-indexed annuity, account values are not reduced by market losses. Smart people use this vehicle to generate tax free income.

For More detailed information and short videos visit Tax-Free-Retirement-Plans.com Request a free retirement plan comparison.

For more information on Safe Income Strategy #3 click here. 

Also please call 800-955-7898

 

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Looking for a Secure Income Stream with No Downside Risk?

Looking for a secure income stream with no downside risk?  

Check out Safe Income Strategy #2 

Fixed Indexed Annuities provide a guaranteed secure income stream with no downside risk.  Your money also grows tax-deferred until you withdraw money.

Did you Know?

OVER THE PAST Five YEARS
OUR CLIENTS OWNING A FIXED-INDEXED ANNUITY HAD ZERO LOSSES DUE TO MARKET
FLUCTUATIONS!

Secure income Stream with no Downside Risk
Secure income Stream with no Downside Risk

During the Financial Market Melt Down of 2008

Zero was your hero.  While many saw their IRAs, 401(k)s and mutual funds cut in half, no one lost money in their fixed index annuities.  Their capital was safe and secure and their secure income streams were steady and reliable.

While many had to double their remaining funds to get even, fixed index annuity clients did not have to dig out of an investment hole playing catch up.

By the time the mutual fund holders get even, the fixed index annuity client will probably increase their capital 50% to 100%.

2008

 

 

Ask us about the optional life-time income riders that provide an income for life that could increase but will never decline with index performance. How is that for steady secure income stream without annuitization of the contract?

Fixed index annuities offer tax deferred growth, no downside risk and triple compounding. More information on Safe Income Strategy #2 click here.

 

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5% Guaranteed Income

Guaranteed Income

5% Guaranteed Income
5% Guaranteed Income

There are safe income strategies that will preserve your capital and provide steady reliable income you can count on.

Did you Know?

You can now get a 5% guaranteed income! It is not rocket science, it is not a get rich quick scheme, it is just steady reliable income guaranteed by an Insurance Company.

You have not heard about this because it is based on a 4,000 year old idea that has been kept secret from the general public. 

Code_of_Hammurabi

Some hedge fund managers and a few billionaires have learned the secret, but they have no incentive to tell you about it. In fact, they don’t want you competing for a limited supply. We know the secret, and more importantly, we can show you how to participate. Call 800-955-7898 now for details.

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