tax-free pension alternative – Bruce E Cox CPA https://www.bruceecoxcpa.com Tax-Free Pension Alternative Retirement Plans and Other Safe Income Strategies Fri, 10 Nov 2017 21:35:48 +0000 en-US hourly 1 A Tax Free 401k Alternative /tax-free-401k-alternative/ Fri, 05 Dec 2014 17:50:14 +0000 http://www.bruceecoxcpa.com/?p=471 A Tax Free 401k Alternative

Is Superior to a 401k

https://youtu.be/WE4rxSjccLc

It has been called the perfect solution because:

  • 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 the markets go up, subject to an annual market cap rate, currently 13% to 16%.
  • You’ll earn a reasonable rate of return.
  • Gains are locked in annually, so you never give back profits previously earned.
  • Withdrawals are tax-free penalty free at any age for any reason.
The Tax Free 401k Alternative eliminates 3 wealth killing elements of a 401k: Market losses, Taxes and Wall Street Commissions, Hidden Fees and Expenses
The Tax Free 401k Alternative eliminates 3 wealth killing elements of a 401k: Market losses, Taxes and Wall Street Commissions, Hidden Fees and Expenses

The Tax Free 401(k) alternative has been called the perfect retirement solution.  It has been used by the wealthiest American Families for more than 20 years to cut taxes and preserve capital.

It eliminates the 3 Wealth Killers dragging down 401k returns:  Market Losses, Taxes and Wall Street hidden fees, commissions and expenses.

You may only be a 40.2% Partner in your 401k. Wall Street and the IRS own the rest.
You may only be a 40.2% Partner in your 401k. Wall Street and the IRS own the rest.

Call 800-955-7898 for a free illustration

More videos at Taxfree.guru, retirement-toolbox.com and tax-free-income.com

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The Perfect Retirement Solution /perfect-retirement-solution/ Thu, 04 Dec 2014 01:53:54 +0000 http://www.bruceecoxcpa.com/?p=461 The Perfect Retirement Solution
https://youtu.be/t-IV8po04PA
A 401k may be the worst way to save for retirement because they are subjected to 3 wealth killers that can strangle your retirement plan.  the perfect retirement solution eliminates these wealth killer.
A 401k may be the worst way to save for retirement because they are subjected to 3 wealth killers that can strangle your retirement plan. the perfect retirement solution eliminates these wealth killer.

The Perfect Retirement Solution, also known as a Tax-Free Pension Alternative, Living Benefit Life Insurance and a Tax-Free IUL solves this wealth killer by eliminating taxes and penalties on withdrawals.

It has been called the perfect solution because:

  • 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 the markets go up, subject to an annual market cap rate, currently 13% to 16%.
  • You’ll earn a reasonable rate of return.
  • Gains are locked in annually, so you never give back profits previously earned.
  • Withdrawals are tax-free penalty free at any age for any reason.
Retirement-Toolbox LLC educational videos. Information you can use.  Discover the perfect retirement solution.
Retirement-Toolbox LLC educational videos. Information you can use. Discover the perfect retirement solution.

More videos at bruceecoxcpa.com tax-free-retirement-plans.com tax-free-income.com and dependable-income.com

Call Bruce E Cox CPA at 800-955-7898 for more information and an illustration.

 

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Worried Stock Market Losses & Taxes Could Crush Your Retirement Accounts? /stock-market-losses-taxes/ Fri, 30 May 2014 19:52:02 +0000 http://www.bruceecoxcpa.com/?p=65 Worried Stock Market Losses & Taxes Could Crush Your Retirement Accounts?

IRS Tax-Traps. Retirement plans are heavily taxed. The IRS could take 40% of each withdrawal. Stock market losses & taxes could rip your retirement dreams apart.
IRS Tax-Traps. Retirement plans are heavily taxed. The IRS could take 40% of each withdrawal. Stock market losses & taxes could rip your retirement dreams apart.

Retirement Plans are heavily taxed. Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000? Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000?

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 works. 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!

It is also known as The Tax-Free Pension Alternative and Living Benefit Life Insurance.

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