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.
Bruce E. Cox CPA
240 Regina Street
Philadelphia PA 19116
Are You Saving Enough? How Risky is Your Retirement? Have You Considered Taxes and Inflation? Will you have a retirement shortfall? You need to know the answers to these questions now, while you can still do something about them, not twenty years from now when it might be too late. You can request a free analysis at http://www.tax-free-retirement-plans.com.
Your money has to last 30 years or more if you retire in your 60s or 70s. Many people run out of money 7 to 10 years into retirement.
• Withdraw too much money in the early years of retirement
• Heavy taxation of retirement plans were not considered
• Risky investments caused big stock market losses.
• Did not save enough
Many Dream of Retiring with $1 million In Their 401(k). This could generate $50,000 per year in Taxable Income; $30,000 per year in After-Tax Income. Did You Know $333,334 in a Tax-Free IUL would generate the same $30,000 per year in After-Tax Income? That’s right, $333,334 in Tax-Free IUL produces same after-tax income as a $1 million 401(k).
You could reduce annual savings by ⅔, say $1000 per month to $333 per month; $667 for other expenses. Or, you could Leave annual savings the same and enjoy 3 times more after-tax income during retirement years.