UlTImATE SUccESS GUIdEUsing our “IRA Total Return Plan,” we’ll show you how to transfer
money using the hybrid income annuities we already talked about. By
setting up an irrevocable life insurance trust, you’ll have the safety and
security we provide all our clients, boosted by the number one way to
transfer money to your children: life insurance.
Life insurance is the best way to move money cross generationally.
Why? Because they have a leveraged tax-free nature that’s impossible
to find anywhere else.
If you have money to move into inheritance for future generations, be
sure as much of it as possible goes to those you love. If you can avoid
paying unnecessary taxes, which are often painfully high, why not do
so? We know how.
We like to think of this method as a “Supercharged Roth IRA Conver-
sion.” Of course, it’s not an IRA. But, like Roth IRA conversions, they
guarantee a tax-free return. It’s too good to resist, because it makes sure
your loved ones are taken care of in the right way.
It’s much like planning for other parts of your financial life. You worked
hard for the money you’ll now use to enjoy in your retirement. You
should enjoy it. In the same way, you worked hard for the money you’ll
pass on to your children’s families. You should make sure it gets there
in the appropriate way.
FInAl thoUghtsIn your financial life you’ve no doubt suffered from ups-and-downs,
and good times and bad. That’s a given in life. Retirement, however,
ushers in a new stage of a person’s life, one that is meant to be enjoyed,
savored, and as carefree as possible.
As a retiree, you should enjoy the time you spend with your family, see
parts of the world you may not have had time to see, and follow your
passions to the next logical step with the free time you now have. Spend
with confidence! Live the life you worked so hard for.
And you can do all these things quite simply. We’ll help you do it.