Retirement Strategies: The Tax-Free Pension Alternative

Retirement Strategies: The Tax-Free Pension Alternative

Retirement Strategies: The Tax-Free Pension Alternative

You can protect your retirement with a tax-free pension alternative. With almost $18 trillion in debt and $118 trillion in unfunded liabilities for Social Security, Medicare and Prescription Drugs can you count on Social Security? Can you afford stock market losses?

What if you could generate a tax-free income for life with no downside risk? Watch this video.
Learn how you can eliminate Tax-Traps and kick your future retirement up a few levels


High Earners you can eliminate Tax-Traps and kick your future retirement up a few levels …

Eliminate Tax-Traps & Kick Your Future Retirement Up A Few Levels

Entrepreneurs, Small Business Owners and where the money is staggering and lifestyle options are mind blowing.

IRAs, 401(k)s and 403(b) retirement plans are heavily taxed and could cost you hundreds of thousands of dollars. So, skip the 401(k) herd mentality leading you to a tax slaughter. Discover an under the radar, little known IRS Strategy used by America’s wealthiest families to cut taxes and preserve capital.


Everything You Need to Know About Tax-Free IULs in 5 Minutes or Less

Everything You Need to Know About Tax-Free IULs in 5 Minutes or Less

You might have heard of IULs and wondered how they worked, and if they were right for you! Some of you might have thought they were too good to be true, that there must be a catch. There is no catch, there are some tradeoffs that most informed people are happy to live with.
There is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The Strategy works. The Tax-Free IUL can produce a Tax-Free Income You Won’t Outlive! The strategy has also been known to double, even triple after tax income compared to a 401(k) or 403(b) retirement plan.
Tax-Free IULs are an IRS Approved Alternative To 401(k) and 403(b) retirement plans with no downside risk. It has been called the perfect retirement solution.
• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!


How To Get Rid of Stock Market Losses and Still Earn a Reasonable Rate of Return

Imagine Getting Rid of Stock Market Losses and Still Earning A Reasonable ROR

Imagine no longer suffering yo-yo volatility and gut wrenching stock market losses while earning tax-free income. This short video shows you exactly how to accomplish this and still earn a reasonable rate of return on your money. There’s more…
Would you be ok earning 6% to 9% tax-free on your money with no downside risk? It’s possible with The Perfect Retirement Solution. A Tax-Free Retirement Plan, also known as Living Benefit Life Insurance or Tax-Free IUL. Historically, these plans have averaged over 8%.
What’s the trade off? In exchange for no downside risk, annual upside is capped, currently 13% to 16%, depending on the index chosen and the Insurance Carrier. This means you earn up to the cap rate in any given year. Gains are locked in annually, so you never give back profits already earned.
During the market melt down of 2008, the S&P 500 and Nasdaq Indexes were down about 40%, but none of our clients lost money due to market volatility. Zero was their hero. Their money was safe and secure, and their income steady and reliable.
Properly structured Living Benefit Tax-Free IULs are approved by the IRS and this strategy has been used by America’s wealthiest families to cut taxes and preserve capital for more than 20 years. It works.
New quick read eBook Explains How It Works

Kindle version http://www.amazon.com/dp/B00M0EQN0A

Free download and more videos http://www.bruceecoxcpa.com/

• So, if you hate paying taxes and hate even more losing money in the stock market, pay close attention.
• If you are worried you won’t have enough money to enjoy your retirement, this strategy will help you generate a tax-free income you won’t outlive.
• If you want to implement a gifting strategy for your children or grandchildren, the tax- free IUL is a vehicle that can keep on giving with a lifetime of tax-free income.
• If you like the idea of having a tax-free emergency fund to tap as needed, the tax-free retirement plan is for you.
• If you would like to be your own bank, funding big ticket items with retirement funds, paying interest to yourself rather than a bank, this could work for you.

Fortunately, the quick and easy to implement tax-free retirement solution addresses all of the above.


Learn the Easy Way to Retire Wealthy With a Tax-Free Income You Won’t Outlive

Learn the Easy Way to Retire Wealthy with a Tax-Free Income You Won’t Outlive

There is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The strategy has been known to double, even triple after tax income compared to 401(k) and 403(b) retirement plans.

Tax-Free IULs are an IRS Approved Alternative To 401(k) and 403(b) retirement plans with no downside risk.
• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!


Tax-Free IUL eBook

Free Download
Tax-Free IULs:  The Perfect Retirement Solution and Pathway to Financial Security With a Tax-Free Income You Won’t Outlive!

There is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The strategy has been known to double, even triple after tax income compared to 401(k) and 403(b) retirement plans.

I have created a series of short videos explaining how this works at BruceECoxCPA.com

Please watch a few of the videos and call me with any questions.

It has been called the Perfect Retirement Solution.
• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!
If you hate paying taxes and hate even more losing money in the stock market,
This IRS approved solution could be for you.
Thank you.

Bruce E. Cox CPA
Retirement-Toolbox LLC
240 Regina Street
Philadelphia PA 19116
800-955-7898
267-731-6706

Taxfree.guru

Tax-free-retirement-plans.com

Retirement-toolbox.com

BruceECoxCPA.com


Are You Worried Stock Market Losses and Taxes Could Crush Your Retirement Accounts?

Are You Worried Stock Market Losses and Taxes Could Crush Your Retirement Accounts?

Retirement Plans are heavily taxed. Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000? Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000? There is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The Strategy works. It has been called the Perfect Retirement Solution.
• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!


Tax-Free IUL vs. 401(k)…a 15 year look back of the S&P 500.

Tax-Free IUL vs. 401(k)…a 15 year look back of the S&P 500.

A 15 Year Look Back: $100,000 Initial Investment S&P 500 Index vs. Tax-Free IUL Indexed to S&P 500 With 14% Cap and 0% Floor. Bottom Line after 15 years $8,300 Taxable 401(k) income vs. $23,000 Tax-Free Income in the IUL. $150,000 Taxable 401(k) Assets vs. $254,000 Tax-Free Assets in the Tax-Free IUL. During this 15 year look back, the Tax-Free IUL produced more than 4.5 times more after tax income than the 401(k). Video shows how the tax-free IUL works. No downside risk. Gains are locked in annually. Share in market upside up to a 14% cap.