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Will the next bear market be worse than the dot.bomb or housing market crashes?
Your 401K and IRA can increase in value when the market is doing well, and decrease dramatically when it’s down. Unless you have a Roth IRA, the income you withdraw at retirement might be taxed at a really high rate! Furthermore, these plans can be costly.
Single Female Technologist Secures Her Future
Single female working in the technology industry sets up a retirement where she'll receive $100K annually tax-free from age 70 on. Find out how she does it.
Will the next bear market be worse than the dot.bomb or housing market crashes?
As of March 2018, the last market crash we experienced here in the United States ended in March of 2009. We have been in the second longest running bull market in history. We’ve experienced several market corrections, declines greater than 10% but lower than 20% but no bear market. It's coming. How big will it be?
Couple Funds Daughter’s Wedding and Reaches Retirement Goals
Couple creates an IUL that sets them up for a risk-free, tax-free retirement AND provides tax-free income they can use to fund their daughter's wedding. Learn more.
Is the 4% Rule for Estimating Retirement Income Still Valid?
A recent study says today’s retirees have a whopping 57% percent chance of running out of money if they follow the 4% withdrawal strategy. What is the 4% rule and why is it no longer valid? Learn now.
Better Money Method: IULs versus other retirement accounts
The Better Money Method is a customized approach to leveraging a life insurance product called an Indexed Universal Life (IUL) product to deliver living benefits. See how it stocks up to traditional IRAs, 4019k) Roth plans and more.
Young Software Engineer Sets Up Secure Retirement Plan
Young software engineer invests $15K a year until he retires, receives $250K+ tax free annually in retirement. Does it all risk-free and receives tax-free income before and during retirement. Find out how!
Will the Better Money Method Work for You? Look Before You Leap!
What do you need to do to be eligible for an IUL? Find out if the Better Money Method can help you maximize returns on investment, minimize risk and avoid taxes before you jump in. Read more now.
Six Key Steps to Setting up an IUL the Better Money Method Way
There are many details to get right within an IUL in order to be sure it is set up to maximize your return on investment and protect you from risk. Read about six key elements to get right. Contact us for a personal evaluation of your policy.
How much of my retirement income will be taxed?
There is much confusion among retirees today regarding the tax treatment of Social Security benefits. The main question is, “Are Social Security benefits taxable?” The answer is it depends on your income level and your type of income. Read more.
How to Cut Uncle Sam Out of Your Retirement
Your contributions to your IRA or 401(k) are often tax-deductible now, but you WILL have to pay taxes on the withdrawals you make when you retire. Discover a better way that gives you tax-free income and protects you from market loss. Read more.
IRAs/401(k)s: The Ugly Truth No One Talks About
The true cost of IRA and 401(k) IRAs and 401(k)s is hard to understand. You probably pay more fees than you realize. There are other drawbacks that are important to know too. Read more now.
Why Wall Street Averages Are Misleading
Beware! Many funds with a great average rate of return will lose money. It’s entirely possible that you can invest in a mutual fund or account with a great average rate of return and still lose money. Learn how.
Zero is Your Hero: The tortoise and the hare analogy for retirement savings
This article explains in clear terms why "zero is your hero." An account that has a floor on loss, even with a conservative cap on gains, will outperform the market every time. Read more.
The New Normal: Increasing Market Corrections
Our market corrections have increased by 50% in the past 15 years, why? We’re entering a time we like to call the “New Normal.” What does that mean? Find out now.