Page 9 - Know-So Money, Hope-So Money, Retirement Secrets Wall Street Doesn't Want You to Know
P. 9
Warning:
I should point out right up front that much of this booklet deals with
Fixed Index Annuities (FIAs) and life insurance, so if you have some
kind of weird aversion to them, you can stop reading right now.
Still reading? Okay, then let me make one thing very clear...we are not
wedded to annuities or life insurance. We are wedded to the results.
The fact is you can do things with annuities and life insurance that you
cannot do with any other product or investment on the market. Period.
Here are just a few You can:
• Receive market-linked returns with no (zero, zip, nada) risk to
your principal and accrued interest.
• Ensure guaranteed income for the rest of your life at a higher
rate than with any other investment—without giving up control
of your money.
• Reduce taxes on your investment savings to under 2% or more.
• Reduce or eliminate the taxes you pay on your Social Security
taxes.
• Completely 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 RMD.
• Provide all of these benefits (and more) with no fees or risk.
See why we like them? Not because they are annuities and life
insurance (we are fully licensed planners...if other things did what these
do we would be recommending them!), but because they give you
results you can’t get anywhere else. They are the ultimate “Know-So
Money.”