Funding a 401(k), 403(b) or IRA?

Caution Tax Traps Ahead

Did you know the IRS can take 40% or more of each IRA, 401(k) and 403(b) withdrawal? Withdraw $50,000 and the IRS can take $20,000.  Under age 59 ½ the IRS takes another 10%. Future taxes may be higher!

Did you know if you leave $500,000 in your retirement plan to your spouse and children, the IRS could take $200,000?

With the Government taking so much … your money might not last long enough.

There is a better strategy.  It is safe and it works.  I can show you a little-known IRS approved strategy … you can use right now to insulate your retirement from the looming tax traps that lie ahead.

This IRS approved Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan.

  • You don’t lose money when the markets go down.
  • You share in market upside when the markets go up.
  • You earn reasonable rates of return.
  • Annual gains are locked in and protected from market losses.
  • Tax-Free & Penalty-Free withdrawals at any age for any reason.
  • Tax-Free income vs. taxable income.
  • Tax-Free death benefit vs. taxable death benefit.

To see how much better, please request your FREE Retirement Plan Comparison. The Eye Opening comparison examines your current retirement strategy and future contributions, showing the dramatic advantages of re-directing future contributions into a tax-free retirement plan.  You’ll be amazed.

Contact me at 800-955-7898800-955-7898 or 267-731-6706267-731-6706 to learn more about taking control of your retirement strategy by using IRS approved ways you can get more benefits than your current retirement strategy, and do it all with less risk.

Thank you.

Bruce E. Cox CPA
Retirement-Toolbox LLC
240 Regina Street
Philadelphia PA 19116