Clik here to view.
No income limits and no tax traps retirement savings with an IUL index strategy
We pay income taxes already and so we can save money, 10% or more each month to a tax free savings with no income limits and no tax traps like the IRA or Roth IRA. There are no market risks like the...
View ArticleClik here to view.
Retirement income for life with no taxes and penalties
Based on the IRS code 7702, tax-free retirement with almost no income limits and no penalties when compared to a Roth IRA or 401k is possible with an IUL policy. An IUL can provide for a tax-free...
View ArticleClik here to view.
Did you lose money from your 401k? Here is a no risk investment:
Pref 6_11441 If you are not happy with your 401k losses /investments, call Connie Dello buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com in 50 US states 1708 Hallmark lane San Jose CA...
View ArticleClik here to view.
Did you lose money from your 401k? Here is a no risk investment:
Did you lose money from your 401k? Here is a no risk investment:.
View ArticleClik here to view.
Did you lose money from your stocks and home equity and you need to increase...
Call Connie Dello Buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com You are invited on May 17, Sat at Embassy Suites at 9:00am in Walnut Creek CA to learn how to have a tax free...
View ArticleClik here to view.
Earn $5000 per month for 40 years tax free with health benefits
38 female in cal tax free lifetime income retirement at 8percent Save $8500 per year starting the age of 38 yrs old for 30 years and receive $5000 per month as retirement income tax free with health...
View ArticleClik here to view.
Crisis in Retirement Planning by Robert Merton
Corporate America really started to take notice of pensions in the wake of the dot-com crash, in 2000. Interest rates and stock prices both plummeted, which meant that the value of pension liabilities...
View ArticleClik here to view.
Mutual Fund Costs
Costs are the biggest problem with mutual funds. These costs eat into your return, and they are the main reason why the majority of funds end up with sub-par performance. What’s even more disturbing is...
View ArticleClik here to view.
Clik here to view.
More than 10 reasons why we need life insurance
Your greatest asset to protect is your life. As a mother and a life insurance agent, I want to show you why we need life insurance, not just for creating an immediate estate to my children in the...
View ArticleClik here to view.
CFP,financial advisor guest blogs on Wednesday afternoon
Email motherhealth@gmail.com to get free 15min phone chat with guest blogger who is a certified financial planner and had been helping bay area professionals in the past 13 years. Call Connie Dello...
View ArticleClik here to view.
Optimal Fixed Annuity for Retirees: Immediate versus Deferred by David Blanchett
For those who are willing to give up liquidity to maximize guaranteed income for life, the solution has always been relatively straightforward: purchase a lifetime Single Premium Immediate Annuity...
View ArticleClik here to view.
How Roth IRA Distributions are taxed
If you have 401K, stocks, mutual funds, Roth IRA, IRA, annuities or other kinds of assets, you need asset protection using your life insurance. Use this life insurance application to complete when you...
View ArticleClik here to view.
How much of your savings, investments, retirements and other funds are tax free?
The best time to pay taxes is today and not in the future when our investments or savings are bigger, which translates to bigger taxes. So your 401k savings is really not totally your own, half of it...
View ArticleClik here to view.
401(k) Plans Are Not Just For Big Businesses
A significant portion of the small business market consists of one person businesses. If you have a client whose business is a one person operation, s/he may be a perfect candidate for a Solo 401(k)...
View ArticleClik here to view.
Net Unrealized Appreciation and Qualified Retirement Plan Distributions
Often, individuals employed by large corporations have the option to invest some of their qualified retirement plan contributions (e.g., 401(k) contributions), as well as employer contributions, into...
View ArticleClik here to view.
W2 and 1099 income for Stanford and Kaiser doctors to save more and min taxes
Ask your payroll if you can split your income to W2 (base) and 1099 (extra) to allow your 1099 income into a C corp for max savings and min income taxes. Working for a hospital allowing you to do a...
View ArticleClik here to view.
Type of Qualified Retirement Plan for high net income pros and business owners
Owner Goal Employees (Non-Owner) Plan Type Requirements Advantages Older Than Employees Maximize Contributions, Deductions & Benefits 0-4 Fully Insured Defined Benefit Plan, also known as a...
View ArticleClik here to view.
Suddenly everything is a choice rather than a mandatory cost, your personal...
Car: Riding a bike or bus to work. Think of saving the car insurance and cost of gas for years before buying your dream car. House: Settling for a room to rent or mobile home or community house...
View Article
