Almost every day I read news articles online from different sources reporting bits of evidence leading to the conclusion that the worst is not over. The tell tale signs predicted in the book “Aftershock Protect Yourself and Profit in the Next Global Financial Meltdown”? The signs are abundant, signs like failed treasury auctions a couple [...]
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 [...]
The IRS rule 72t “equally substantial distribution” provides a means to access retirement savings that are currently in a 401k, 403b, or IRA retirement savings plan prior to age 59 1/2 without incurring the 10% penalty. Here is how it works. If the money you would like to access is in a 401k or 403b [...]
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 [...]
The following link http://webprez.com/3655/7 will connect you to a short 5-minute presentation on a savings strategy that guarantees against the loss of principle and at the same time provides the opportunity to take advantage of market increases. This strategy provides strong asset protection as well as growth designed to beat inflation and uses what Ed [...]
Ed Slott, Tax Free Income In this segment of Ed Slott’s PBS television broadcast, Ed Illuminates on the what he calls the number one means of producing Tax Free Income at retirement as well as a Tax Free Inheritance for your heirs “Life Insurance”. Ed Slott is responsable for teaching Advisors all across America these [...]