Page 3 - Know-So Money, Hope-So Money, Retirement Secrets Wall Street Doesn't Want You to Know
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Contents
Have Your Cake, and Eat It, Too .....................................................v
Warning: ........................................................................................ ix
VAs: A Wolf in Sheep’s Clothing ...................................................1
Dubious Advantages ....................................................................3
But What About the Tax Benefits? ..............................................4
Hybrids: Not Your Father's Annuities .............................................7
Protection from Stock Market Losses ............................................10
How Safe is Safe? ..........................................................................16
Why is FDIC Insurance necessary? ...........................................16
Why the Legal Reserve System is Different ..............................17
Rescue Your Pension .....................................................................22
Double or Triple Your CD Rates ...................................................24
Reduce or Eliminate the Tax on Your Social Security Benefits ....25
Pass your IRA/401(k) to your spouse, children and grandkids while
maintaining its tax-deferred status .................................................26
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How does the IPA help? ..........................................................26
Individual Pension Account (IPA ) Calculator .........................27
Eliminate probate Fees and Federal Estate taxes ...........................29
Receive lifetime income without giving up control of your money30
Long life vs. Good life ...............................................................30
Pay less than 2% in taxes on your investment income. Here’s how.34
