Learn How the Wealthy Avoid Taxes
Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No.1
- Warren Buffet
Do you know that only 3% of the population is financially independent?
What do the 3% know about money that the 97% don't?
Tax-deferred
97%
USE TRADITIONAL METHODS
Use tax-deferred vehicles (401(k), IRA's) where they will pay more in taxes
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Don't have control over money; incur fees and penalties to access it​
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Susceptible to market losses
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Leave debt to loved ones
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Spend years recovering from market losses
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Take financial advice that benefits banks, Wall Street and financial advisors​
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3%
USE NON-TRADITIONAL METHODS
Use tax shelters
Take advantage of tax-free capital gains
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Money is accessible; liquidity
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Safe from market losses
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Leave inheritance for loved ones
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Secure rates of return
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Make an individualized financial plan to increase their wealth​
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With over $31 trillion in debt, inflation increasing and the U.S. dollar being devalued, are taxes more likely to go up or down?
Of course they are going to go higher! This is why it's more important than ever to find tax shelters for your finances and retirement.
Did you know an Indexed Universal Life (IUL) policy has the ability to do this?
(Section 7702 of the Internal Revenue Code defines what the federal government considers to be a legitimate life insurance contract; which by law cannot be taxed.)
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Many of the wealthy use IUL's as a method for:
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Tax-free retirement
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Lifetime income
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Provide access to their money without penalties or fees
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Cash flow for business and investment opportunities
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To have an immediate inheritance to leave to loved ones
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Shelter wealth from lawsuits and bankruptcies (in most states; can vary from state to state)
Over a 20 year period, IUL's have credited its cash value a year-over-year return between 7% and 7.5% nearly 95% of the time.
Why Your Traditional Methods Don't Benefit You Like You Think:
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96% of all mutual funds don't beat the market over any 10 year period.
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Experts predict Social Security will be insolvent within the next decade.
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Pensions will be a thing of the past; only 1 in 4 Americans still have a pension.
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Deferring your taxes when you'll be in a higher income bracket and taxes will be higher = Less retirement money.
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Money is at risk to losses.
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In 2008, many lost between 25-40 percent of their life savings; IRA's and 401(k)'s lost almost $2.4 trillion nationwide.
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"I bought 11 parcels of land and constructed and sold 11 homes. My average profit per home was about $45,000.
In addition to the homes I built, I acquired 15 rental properties, hired a builder to rehab them, and rented them out.
At one point these rentals were clearing about $5,000 a month....
my cash value life-insurance served as my line of credit for much of the real estate acquisitions."
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- Dean J. Vagnozzi
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President and Author of "A Better Financial Plan"
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How the Rich Get Richer
"Berkshire purchases life insurance policies from individuals and corporations who would otherwise surrender them for cash."
Berkshire Hathway Annual Report, 2004
Warren Buffet, CEO Berkshire Hathaway
How an IUL Can Earn You over $160,000 tax-free a year.
"Most Americans had to wait 4 years,
from 2008 to 2012 to make back the $400,000 they lost....
by the end of 2012 with indexing,
a million that I had in the year 2000 was worth $3 million in 12 years."
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- Douglas Andrew
Owner & President of Paramount Financial Services; New York Times Best-Selling Author
Contact
If you would like more information on:
IUL's
Tax-Free Retirement
Infinite Banking
Tax Shelters
Predictable Rates of Return
Lending Without Credit Approval
Securing Your Money from Losses While Earning at Market Levels
To speak with a specialist directly:
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(765) 967-0890