Page 143 - Ready Set Retire
P. 143

Ready. Set. Retire!

    • Reduce taxes on your investment savings to under
         2%.

    • Reduce or eliminate the taxes you pay on your
         Social Security benefits.

    • Remove your IRA/401(k) from your estate, passing
        100% of your beginning balance to your heirs, tax free
         while enjoying greater income than provided by your
         RMDs.

    • Provide these benefits (and more) with low or no fees
        or risk.

Higher payouts, lower taxes, low, or no fees, no risk and solid
guarantees. What’s so bad about all that?

What Makes Them So Good?

One simple thing. The big secret. The thing you can’t do with
any other asset class or investment vehicle. The thing so
threatening to Wall Street that in 2008 when the entire
economy was melting down and Bernie Madoff and other Wall
Street crooks were robbing us blind, it was the only thing the
SEC was actually concerned about.

It’s the truth. So much money had been flowing out of the
market into safe-money hybrid annuities (a.k.a. fixed index
annuities, or FIAs), the SEC attempted a takeover of FIA
regulations from the insurance industry so it could kill them.
And its reasoning? DANGER! FIAs were dangerous to people

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