Your Retirement Inc

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Tax-Efficient Strategies for your Retirement Nest Egg
 

Everyone likes investments that grow, and we don't mind paying taxes on that growth. But why pay taxes on money you never receive?

 

Consider tax-deferred, indexed annuities, based on Section 72 of the tax code; taxed only when you receive the income. They are tax-favored,so only a portion of your income is taxable.

 

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Does the Stock Market have you Sleeping With One Eye Open?

 

The volatility of the stock market leaves many people with sleepless nights.  Risk of loss is an every-day event. It may be prudent for those in or near retirement to consider moving a larger part of their portfolio to investments, which will not put their money at risk.

 

Life Settlements offer the RARE opportunity for double-digit returns with the safety of investment-grade bonds. They fit perfectly in the accredited investor’s portfolio as a replacement for bonds or CDs/money markets. Click Here for a professional evaluation of your portfolio to determine the best solutions for your portfolio.

   

Tax-deferred, indexed annuities are linked to market indices with potential to grow at market-like rates. They also provide guarantees regarding principal paid, interest credited, and death benefit, which distinguish them from other savings vehicles. The indexed interest credited to an annuity's value can never be lost due to market volatility.

    

We have recently experienced a major correction in the stock market.  If the downward trend continues, how much could you lose without it affecting your lifestyle?

 

 

 

Tax-deferred, indexed annuities have always had the reputation of being risk-free.  Principal and interest are guaranteed by the issuing company and its reinsurers.

 

Annuities are insurance contracts not insured by the FDIC, which backs the banking industry. Rather, annuities are backed by the full assets of the Insurance Companies and their re-insurers.  

 

 

Wealth Transfer To Future Generations 

 

When most people pass on an IRA, the recipient must treat it as income and pay taxes accordingly.  When your IRA is a multi-generational annuity, your heir only pays taxes on current year distributions.

 

In most cases, your IRA will continue to grow for your children and grand-children. You get preservation and distribution in one package. A tax-deferred, indexed annuity is not right for everyone, but it could be right for you.

 

Families who pass on life insurance or annuities avoid the high probate costs associated with other investments. For more information, visit our indexed annuities page, and explore questions regarding their suitability for your needs. Then Contact us for a financial physical, and take the planning of your legacy to the next level.

 

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