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 why an IUL may be right for you!

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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.

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rphelps

 

 

Your IFL Agent

Unity Financial Solution

Phone: 844-321-3211
Email: ryan(at)thephelpscompany.com

Welcome to Unity Financial Solution's Income for Life Knowledge Center!
We are dedicated to helping Individuals, Families and Businesses secure their assets, plan their future and prepare for unforeseen loss. Our partnership with the Income for Life program will enable you to research, share and take advantage of these incredibly powerful programs. The world’s wealthiest individuals have been taking advantage of these products to generate wealth and a Tax-Free lifetime retirement income with ZERO stock market losses! Our experienced staff of highly trained experts will guide you through the process of identifying your needs and tailoring a plan that will benefit you most. We have agents across the country ready to help you!
Call Today: 844-321-3211

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