Equity Indexed Annuities is an evolution of fixed annuities and variable annuities, allowing the client the benefits of both. The equity indexed annuity provides the same security as the fixed annuity in that the client principle is guaranteed against loss, there is no market risk. However, the equity indexed annuity differs from the fixed [...]
Many of today’s investment and financial professionals are using a new breed of life insurance to provide asset protection and strong account growth with tax-free income to beat inflation and reduce taxes for their clients. Investment advisor representatives, registered representatives of investment companies, financial advisors, Life insurance advisors or life insurance salespeople, all across America [...]
In my practice of helping people prepare for retirement through proper tax and retirement planning, I often come across individuals who understand the importance and the need to prepare for their retirement and to receive tax-free income during their retirement. However, they are convinced that they simply cannot afford it, and knowing they need to [...]
The most powerful tool in the tax code providing for tax-free income is not your 401k or a Roth IRA. The most powerful tool in the tax code for Tax-Free income and tax-free inheritance is Life Insurance (see video). Yes life insurance, Life insurance provides for tax-free income in the form of loans you make [...]
Pension Protection Act, Ed Slott This short personal interview with Ed Slott shows just the degree of benefit that comes from working with a top advisor. This information on the Pension Protection Act could literally save hundreds of thousands of dollars in income and estate taxes or more, Ed Slott’s quick presentation gives us a [...]
Ed Slott, Stretch IRA Ed Slott is recognized as the nationwide expert on tax planning and strategies, and although the “Stretch IRA” was not invented by Ed Slott, Ed has probably done more to promote the principles of the Stretch IRA in a manner that is easy to understand for the American people. Ed Slott [...]