All posts by Bruce E Cox CPA

401(k) replacement, Living Benefit Life Insurance, Tax-Free IUL, Tax-Free Pension Alternative

PROTECT YOUR RETIREMENT WITH A TAX-FREE PENSION ALTERNATIVE

Video Leave a comment

PROTECT YOUR RETIREMENT WITH A TAX-FREE PENSION ALTERNATIVE

Retirement-Toolbox video shows how to generate a tax-free income for life with a tax-free pension alternative.  Watch the short video.

You can eliminate Tax-Traps and kick your future retirement up a few levels … where the money is staggering and lifestyle options are mind blowing.

Tax-Free Pension Alternative eliminates stock market losses and retirement tax-traps.
Tax-Free Pension Alternative eliminates stock market losses and retirement tax-traps.

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.

The tax-free pension alternative or tax-free IUL has been known to triple after-tax retirement income compared to your IRA, 401(k) or 403(b) plan.

The Tax-Free IUL or Tax-Free Pension Alternative has been known to triple after-tax retirement income.
The Tax-Free IUL or Tax-Free Pension Alternative has been known to triple after-tax retirement income.
Share
401(k) replacement, Living Benefit Life Insurance, Tax-Free IUL, Tax-Free Pension Alternative

Are Your Retirement Planning Ideas Up to Date?

Video Leave a comment

New Retirement Planning Ideas

There has been a paradigm shift in retirement planning you might not be aware of.  The Retirement-Toolbox Video discusses the shift and potential impact on your retirement.

This favorable IRS allowed strategy lends itself to “Zero” Tolerance for Retirement Taxes and “Zero” Tolerance for Stock Market Losses.

You no longer have to risk capital to earn a reasonable rate of return.

This relatively unknown tax-free solution has been quietly used by America’s wealthiest families to cut taxes and preserve capital.

The Tax-Free Pension Alternative, also known as living benefit life insurance or a Tax-Free IUL eliminates taxes and stock market losses.  It has been called a perfect retirement solution.

  • 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 13.0% 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!
Share
401(k) replacement, Living Benefit Life Insurance, Tax-Free IUL, Tax-Free Pension Alternative

EVERYTHING YOU NEED TO KNOW ABOUT TAX-FREE IULS IN 5 MINUTES OR LESS

Video Leave a comment

EVERYTHING YOU NEED TO KNOW ABOUT TAX-FREE IULS IN 5 MINUTES OR LESS

The Tax-Free IUL has been called the Perfect Retirement Solution
The Tax-Free IUL has been called the Perfect Retirement Solution

The Perfect Retirement Solution – Tax-Free IULs

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 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.

This retirement strategy, the tax-free pension alternative,is also known as living benefit life insurance and the tax-free IUL.

Tax-Free IULs are an IRS strategy 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!

Request an illustration and a free retirement plan comparison.

Free retirement plan comparison
Free retirement plan comparison

 

Share