Tax-Free Retirement Income, Tax-Free IULs and other Safe Income Strategies
Back Menu

Bruce E Cox CPA

About Us

We Specialize in Tax-Free Retirement Plans

Tax-Free Retirement Plans are also known as a Tax-Free IUL and Living Benefits Life Insurance.

Profit from my 35+ years experience working with high net worth individuals, families, entrepreneurs and businesses, helping them create wealth, keep their wealth and pass it on to the next generation. You can benefit too.

I have made and lost millions in the stock market and you can benefit from this too.

Ever since I have been searching for Safe Income Strategies and Solutions.

Tax-Free Retirement Plans Tax-Free IULs and Living Benefits Life Insurance and Safe Income Strategy #3

Tax-Free Retirement Plans Tax-Free IULs and Living Benefits Life Insurance and Safe Income Strategy #3

We use three Safe Income Strategies that are focused on keeping your money safe, paying more than Bank CDs, Money Markets and Treasuries without the gut wrenching downside and yo-yo volatility of Stocks, Bonds and Mutual Funds.

2008 Financial Markets Melt down

2008 Financial Markets Melt down

These Strategies Work. During the Financial Market meltdown of 2008 and 2009 none of our clients using these Strategies lost money due to market volatility.

Tax-FreeIUL-3wealthiestamericanfamiliesNoneofClients

Our Safe Income Strategies Work. During the Financial Markets melt down in 2008, none of our clients lost money due to market volatility in their safe income strategies. Their money was safe and secure and their income was steady and reliable.

  • Their money was safe and secure.
  • Their income steady and reliable and
  • They earned reasonable rates of return.

A CPA, I have been a stockbroker with Series 7, 24 & 27 licenses, an insurance producer, the Chief Financial Officer of a private equity group (Venture Capital) that raised private equity funds and then took a company public, a mortgage broker and owner of a mortgage company. Safe Income Strategies work, and you don’t have to be super rich for them to work for you.
—————————————————————–
Licensed: NJ Department of Banking and Insurance, PA Departments of Banking and Insurance, NY Department of Banking, State of New York Insurance Department, Texas Department of Insurance,  Florida Department of Financial Services, Alabama Department of Insurance.

These are million dollar ideas! They could add millions to your family’s life time income.
Bruce E Cox CPA
Retirement-Toolbox Inc
240 Regina Street
Philadelphia PA 19116
267-731-6706
800-955-7898

BruceECoxCPA@gmail.com

BruceECoxCPA@retirement-toolbox.com

LinkedIn

Facebook

Google +

Pinterest

Retirement-Toolbox

Tax-Free-Retirement-Plans

Taxfree.guru

Tax-Free-Income

 

 

Plugin Support By WordPress Premium Plugin