Types Of Money
TAXABLE
Stocks, Mutual Funds, Bonds ETFS, REIT’S, Managed Accounts
TAX-DEFERRED
401 NA Annumos
TAX-FREE
Municipal Bonds Roth IRA, Life Insurance
Protect Against Higher Taxes & Generate
TAX-FREE INCOME
- Today’s Top marginal tax rate is 37%
- Traditional Investments could be a
ticking tax bomb - Access your cash prior to 59 1/2
NO IRS PENALTY - How much should be in your tax-free
bucket?
How The
HEDGING WORKS
- Earnings capped on the upside as a trade-off for
downside protection - gains locked in annually
- Policy credits never lower than 0%.
- lock in high earnings rate at any time
CREATING AN ARBITRAGE
While Retaining Your Income
- Take advantage of potential arbitrage when policy credits exceed cost of loan.
- Avoid liquidating hard assets to pay for Premiums.
- Maintain existing Investment strategies.
- Pursue high growth opportunities elsewhere with retained capital