Tax-Free Retirement Income, High Yield CD Alternatives and other Safe Income Strategies

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Bruce E. Cox CPA

 

Strategies to Keep

your money

safe and secure.

Profit from my 35+ years experience working with high net worth individuals, families, entrepreneurs and businesses, helping them create wealth, keep their wealth and pass it on to the next generation. You can benefit too.

I have made and lost millions in the stock market and you can benefit from this too.

Ever since I have been searching for Safe Income Strategies and Solutions. At the Retirement-Toolbox we use three Safe Income Strategies that are focused on keeping your money safe, paying more than Bank CDs, Money Markets and Treasuries without the gut wrenching downside and yo-yo volatility of Stocks, Bonds and Mutual Funds.

These Strategies Work. During the Financial Market meltdown of 2008 and 2009 none of our clients using these Strategies lost money due to market volatility.

Their money was safe and secure.

Their income steady and reliable and

they earned reasonable rates of return.

A CPA, I have been a stockbroker with Series 7, 24 & 27 licenses, an insurance producer, the Chief Financial Officer of a private equity group (Venture Capital) that raised private equity funds and then took a company public, a mortgage broker and owner of a mortgage company. Safe Income Strategies work, and you don't have to be super rich for them to work for you.

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Licensed: NJ Department of Banking and Insurance, PA Departments of Banking and Insurance, NY Department of Banking, State of New York Insurance Department, Texas Department of Insurance, Maryland Insurance Administration, Florida Department of Financial Services, Ohio Department of Insurance, South Carolina Department of Insurance, Louisiana Office of Financial Institutions

 

These are million dollar ideas! They could add millions to your family's life time income.

Bruce E Cox CPA

Retirement-Toolbox LLC

240 Regina Street

Philadelphia PA 19116

267-731-6706

800-955-7898

 

[email protected]

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“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands: Taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.”

–Honorable Learned Hand, U.S. Appeals Court Judge, Helvering v. Gregory, 69 F.2d 809 (1934)

 

 

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Bruce E. Cox CPA • 240 Regina Street • Philadelphia PA 19116
Copyright © 2014-2012 Bruce E. Cox, CPA. All rights reserved