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What All Stock & Mutual Fund Investors Should Know! Retirement Planning Edition. by Bruce Sankin

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This book will tell you:

• How to save money on buying and selling stocks, bonds, mutual funds, and ETFs
• How to choose the best annuity for your retirement!
• What to look for in Life Insurance & Long Term Care Insurance.
• How your answers on the ‘Client Account Form’ can either help you or hurt you!
• What you should know that could save you money! and much more.

The information in this book could save you hundreds to thousands of $$$$!

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Great Returns

Tax Free & Risk Free Income

The Little Known IRS Sec.7702(a) allows you to :

• Invest after- tax funds, without limits.
• Never suffer losses on your investment.
• Get the highs of the Stock Market, never the lows, guaranteed by the strongest insurance companies in the country.
• Pay NO taxes on the growth or withdrawal of funds.
• Have your funds available at any time, for any reason,(college, emergencies, vacations ,investments, equipment purchase, etc.) without penalties or taxes & protected from creditors & lawsuits.
• Receive 3 to 4 times more spendable income than a 401k, IRA or other plans, WHEN USED FOR RETIREMENT.
• Have free, built in insurance to provide tax free funds in case of death, disability or on diagnosis of a serious illness.
• Being your own bank , high returns, insurance guarantees against loss, liquidity  and tax free status, all make the IRS Sec. 7702(a) the perfect saving vehicle for almost any purpose.

The Market Goes Up and Down

Here’s The Problem

The Market is Great When it Goes Up But Not So Great When It Goes Down

What if you found a way to just get the up?

What If you could have the BLUE without the RED?

An actual client

Which one do you choose?

What is your biggest monthly expense?… For most it’s TAXES

How much of your savings is protected from taxes?
We know what tax rates are today but what will they be tomorrow?
We know that rates are much lower today than the historical average.
Will taxes take 50%,60%, or 70% of your next egg in the future??
Did you know?
Income tax brackets in the 1970′s were as high as 70%!
ONLY 5 years out of the last 75 years have income tax brackets been lower than today. Since Income tax became a way of life, the top average income tax bracket has been 62.1%.
What will your future Tax bracket be?
Will you really be in a lower Tax bracket when you retire?

Ed Slott Video

TAXES

How much money you have sheltered from taxes?

…not deferred income, tax free income

What if taxes go up…to 40%-60%-70%-80% (Historical Ave is 62% taxes have been as high as 94%)

Could it happen again?

Is it a good bet that taxes will go higher?

Illness Who will pay your bills IF…. If you get sick?… Heart Attack?… Stroke? …Cancer?  What if you need nursing home care?

Death Who will complete your financial plan for your family if you die?

Market Risk Please tell me how much money you have sheltered from market risk?  What if the market goes down 30-40-50%

What happens if you need the money when the market is down?

Do you have a guarantee that you will not lose your money?

Creditors, Judgments, Lawsuits

Please tell me how much money you have sheltered from creditors, judgments, lawsuits?  Could someone sue you today and take ALL of your money?

What has your portfolio returned? ….5, 7, 10, 20 years?

“Over the 15 years ending October 31,2005,  94.28% of actively managed funds did worse than the S&P” – John Stossel, author and reporter ABC’s 20/20.   Myths Lies and Downright Stupidity by John Stossel

“While 95% of funds failed to beat the S&P 500 the tiny 5% of funds that did beat the market do not do it consistently.  In other words, picking a fund that beat the market last year does not mean it will beat the market in the coming years. The real data proves that active management of funds with the goal of always beating the market average has proven to be impossible to accomplish over time”-“Stop Sitting on Your Assets” by Marian Snow

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We are determined to improve the saving habits of today’s families by bringing them the latest in financial services concepts and products.

Our Mission 

Our Mission is to create wealth for families.  Whether the goal is managing debt, saving for retirement, protecting family or building wealth, we are totally committed to helping dreams come true.

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]]> http://bkdaly.wordpress.com/2009/03/06/who-we-are/feed/ 0 bryandaly http://bkdaly.wordpress.com/2009/03/06/teaching-the-real-secrets-of-money/ http://bkdaly.wordpress.com/2009/03/06/teaching-the-real-secrets-of-money/#comments Fri, 06 Mar 2009 02:18:59 +0000 Bryan Daly http://bkdaly.wordpress.com/?p=11 ]]> Never Pay More Tax Than You Have To

Never Let Your Money Stop Compounding

Never Lose Money

The Shocking Truth about Retirement Plans

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