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


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.


Professional Athletes, Entertainers: Secure Your Financial Future With A Tax-Free Solution

Professional Athletes, Entertainers & Sports Agents: Secure Your Financial Future With A Tax-Free Solution

You have seen the stories, a staggering number of Professional Athletes and Entertainers filing Bankruptcy despite earning millions of dollars in salary or royalties. 78% of NFL players, 60% of NBA players and a large number of MLB players are bankrupt within 5 years of leaving the game. Plenty of Celebrities and Entertainers, actors, musicians, singers have joined the list too.
You can secure your financial future with a little known tax-free solution that America’s wealthiest families use to preserve capital and cut taxes.

This little known strategy has flown under the radar for 20 years. Most advisors have never heard about the strategy or did not realize how powerful it has become.

It has been called The Perfect Retirement Solution and The 401(k) Replacement.
• You don’t lose money when the markets go down, so you are never digging out of an investment hole!
• You Share in Market Upside when Markets go up, up to a cap rate currently 13.5% to 16.0%!
• You’ll Earn Reasonable Rates of Return!
• Your Gains are locked in annually, so you never give back profits already earned!
• Tax-Free Penalty Free Withdrawals at any age, the ultimate tax shelter!
• You can generate a Tax-Free Income You Won’t Outlive!

New 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 tax-free retirement solution addresses all of the above.


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


Will You Have Enough Money in Retirement?

Will You Have Enough Money in Retirement?

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

A tax-free IUL will solve many of these issues.