Tax-Free Income; How do I do this?

We start by comparing your Traditional Retirement Plan to an Index Universal Life (IUL) plan. Let the numbers speak for themselves!

Watch Now! Learn How Guaranteed Annuities May Help Address Gaps in Your Retirement Income.

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RETIREMENT COMPARISON

Compare the Four Most Important Aspects of Your Retirement Plan

Market Volatility

Just how exposed to the market is your retirement plan? Discover how you can protect your retirement earnings from negative returns. IUL's prevent market loss and never credit less than zero. Compare the effects of market losses on your current retirement plan to an IUL.

Income Longevity

How long will your income last? A recent study showed that the average 401(k) will run out of money only 7-8 years into retirement. An IUL has the potential to provide income until you are 120 years old! Take a look at the numbers and compare how long your current retirement plan will last in distribution vs. an IUL.

Tax Deferred vs. Tax Free

Although most retirement plan options allow for Tax Deferred growth, the majority of them tax 100% of the income you take in retirement. That means that you can potentially lose hundreds of thousands of your retirement dollars to taxes. With an IUL, you not only get Tax-Deferred growth, you can also take Tax-Free retirement distributions. Compare the tax savings with an IUL vs. your current retirement plan.

FEES

A recent study showed that retirement plan fees can range from 3% to 5%. Just a 1 percentage point difference in fees can dramatically reduce the size of your nest egg over time. Compare the fees in your current retirement plan to the fees in an IUL to see for yourself just how much you can save.

"income for life"

gshinn

 

 

Your IFL Agent

George Shinn

Phone: 844-300-0254 / 239-980-5223
Email: george(at)shinnandassociatesfinancialgroup.com

My name is George J. Shinn and I can help you reach the goal of a totally tax-free, secure retirement. I specialize in building safe, tax-free retirements based on my client’s individual needs. I help families find money that they unknowingly, unwillingly and unnecessarily transfer outside the household. I concentrate on that more than the accumulated funds. I can’t control the market, but there are some things that I can control. I help people recapture those dollars by bringing them back into their family.
I will show you how, by using private plan strategies, you can build an optimal retirement that is totally tax-free and protected from potentially devastating market losses.
If you have already built your nest egg inside of a conventional qualified account, I can show you how it may be possible to withdraw a large portion of your funds out of these accounts without paying taxes.
Safety is always a top priority. We implement alternative strategies where funds are never invested directly into the stock market, yet they receive gains on the upside. We use only the highest rated companies. We choose the companies we used based on their track record of performance, reliability and how they meet the unique needs of each client.
We make choices based on facts, not opinions.
Oh, by the way;
We offer private IRA/401k alternatives averaging 6-8% compounding tax-free,
Zero annual market risk, by insured guarantee,
Total costs are under half of 401k’s and comes with Free Life Insurance.

 

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