What is the actual annual rate of return you are getting in your mutual funds? Have you considered the effect inflation has on the average return rate? Have you looked at the fees and expenses you pay for your investment accounts? And what about the money in your 401k or 403b or IRA? Taxes will eat up 25% or more when you start taking withdrawals! In many cases, investors earn much less than they think or even what the reports that their mutual funds suggest.
What will taxes do in the next 20 + years of your retirement? We are currently in a period of historically low tax rates. This suggests that taxes will go up for our government to meet its future obligations. What will a greater tax burden do to your savings?!
Many households have less than $150,000 in their retirement accounts; this does not have to be you. I can help you set up an easy, fail-proof plan to ensure that your retirement is one that you can look forward to with certainty.
Things are not hopeless! There are things you can do to protect your nest egg from market volatility and taxes. Don’t you want to ensure you have a portion of your cash in accounts that protect you from risk and high taxes? Of course, you do!
The Infinite Banking Concept is an asset that has grown in value EVERY SINGLE YEAR for more than 150 years! Even when the rest of the world and financial products suffered – during the pandemic, the great depression, and the great recession, IBC policyholders did not lose a single cent!
- Your money is contractually guaranteed to grow every year
- You have access to your principal and growth with no taxes due
- You have complete control to use your money however you want
- Eliminate your reliance on banks and credit card companies and become the source of your own financing
The biggest regret we hear from clients is they wish they would have started their plan(s) sooner. Let’s talk if you want to learn how the Infinite Banking Concept can help you sleep easier. You can reach me at the office at 574-234-1980 or cell at 574-876-7138. We do this every day – help individuals, businesses, and couples decide if the IBC concepts make sense for them.
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