FREE GUIDE: HOW TO ESCAPE THE RETIREMENT TAX TRAP

This short guide reveals proven strategies the wealthy are using that minimize or completely eliminate taxes while in retirement...

  • The strategy that generated $65,000 per year of tax-free income using this wealth-building vehicle. (Money that can be used towards retirement, college tuition, and much more.)

  • The four biggest retirements risks that can cost you thousands. (One of them will be experienced by 50% of the American population and there is nothing you can do about it, but plan accordingly!)

  • The unique crediting strategy that captures the gains of the market without ever suffering the downside losses. (This one follows Warren Buffett's "Two Rules to Investing" method.)

  • Plus...we'll reveal the #1 tax-minimization retirement vehicle that Former Comptroller General of the U.S., David Walker, was cited saying Put as much as you can into this vehicle as the future is unknown!

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The FREE Consumer Guide shows you in full detail
where the wealthy put their money!


Walt Disney
Disneyland

After failing in the pursuit of traditional means of financing to build Disneyland, Walt decided to provide his own financing. A large part of this came to be by collaterally borrowing money from the wealth strategy described in the guide.

Ray Kroc
McDonald's

Ray Kroc borrowed money from a wealth strategy discussed in the guide to help cover the salaries of key employees. He also used some of the money to create an advertising campaign around emerging mascot Ronald McDonald.

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To the extent that this website concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. This website is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice. The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the marketplace as a whole. Please speak with a qualified advisor about the risks and your personal situation.