TAX FREE RETIREMENT

WHAT IS TAX FREE RETIREMENT?

We don’t know whether taxes will go up or go down. What we do know is that they can possibly go up because our government has several things to pay for that come from our tax dollars like - social security, medicare, medicaid, welfare, stimulus packages, and our $26 trillion dollar national debt. Take the first step to building a tax free retirement today!

We don’t know whether taxes will go up or go down. What we do know is that they can possibly go up because our government has several things to pay for that come from our tax dollars like - social security, medicare, medicaid, welfare, stimulus packages, and our $26 trillion dollar national debt. Take the first step to building a tax free retirement today!

$23T

$23 TRILLION DOLLARS OF NATIONAL DEBT

RATES↓

INCOME TAX RATES ARE AT A HISTORICAL LOW

-40%

AVERAGE IN TAXES AND PENALTIES IF FUNDS WITHDRAWN FROM A RETIREMENT ACCOUNT BEFORE 59½

PLANNING IS EASY

DECIDE HOW MUCH INCOME YOU’LL NEED WHEN YOU RETIRE

WE WORK WITH YOU TO DESIGN A CUSTOM PLAN TO HELP YOU REACH YOU INCOME GOAL

ACCESS TO YOUR MONEY TAX FREE EVEN BEFORE AGE 59 ½ UNLIKE OTHER BUCKETS OF MONEY

RACHEL, AGE 38 - NEWPORT BEACH, CA

MEET RACHEL, AGE 38

I work as a Registered Nurse at a local hospital. After speaking to my HR department I decided I would fund my 401k up to my company’s match. However I was worried that when I retire in about 25 years, taxes would be through the roof and all my money would get eaten by taxes. I also wasn’t comfortable with having all my retirement money exposed to the stock market and the lack of access I had to it before I turned 60. The tax-free retirement strategy with the IUL was exactly what I was looking for. Being in the medical field and knowing the plan came with living benefits gives me peace of mind that I have a plan b if I get sick along the way.