Most families are putting some money.
Away for the future
- Social Security payments
- 401(k) contributions
- Pension Plans
- Cash value life insurance policies
Why is it that most Americans’ retirement plans fail them?
Financial experts often set us on the wrong path by employing widely accepted, unquestioned strategies that benefit the IRS and Wall Street at OUR expense. These conventional strategies lead to unintended
If the things you believed to be true weren’t true at all…
When would you want to know this?
Conventional planning leaves you vulnerable to the uncertainty about how your savings will be taxed at retirement, and leaves your life savings exposed to significant loss when the stock market declines.
If there was a way that you could eliminate
Unnecessary risk and uncertainty from your financial future, would you want to learn more about it?
Annual IRA or 401k Contribution
Tax Savings During Your Earning Years
Annual IRA/401(k) Contribution: $2,000
Total for 35 Years $70,000 Assumed Tax
Bracket: 33% Annual Taxes
35 Year Tax Savings (Deferral) $23,333
Tax Consequences During Your Retirement Years
IRA/401(k) Account Value after 35 Years
(Assume annual deposit of $2,000 and an Interest Rate of 7.5%):
7.5% Withdrawal Annually
Annual Tax Bill
At Retirement Assuming 33% Tax Bracket:
Tax Bill for Retirement Years (Age 65-85)