Looming Retirement Tax-Traps Ahead, Wake Up America

Looming Retirement Tax-Traps Ahead, Wake Up America

Looming  Retirement Tax-Traps Ahead

Looming Retirement Tax-Traps
Looming Retirement Tax-Traps

There are Looming Retirement Tax-Traps in your retirement plans. Are you prepared?


Retirement Plans such as IRAs, 401(k)s and 403(b)s are heavily taxed. 

Did you know that if you withdraw $50,000 from your 401(k), the IRS could take $20,000?

Did you know that if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000 when they withdraw money?

Clearly, taxes are a wealth killer and the looming Retirement Tax-Traps can crush your retirement dreams if you are not prepared.

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.

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


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