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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