TAX FREE RETIREMENT INCOME
“IRC 7702, A New Era in Tax Free Investing”
Little known to most investors, IRS code 7702 allows for the income from Life Insurance to be tax free! Using this tax advantage in conjunction with the innovative Indexed Universal Life plans (IUL) can produce fabulous results. IUL credits stock market gains minus a small fee and yet avoids virtually all of the market losses*. The result is a product with top market like returns without the taxation of a traditional retirement accounts. This tax free income can potentially be far larger than the taxable income from typical retirement accounts. If you are a healthy retirement saver, call us to see if you are a fit for this remarkable tax free retirement option.
This is also one of the best ways for those who want to gift their children and grandchildren future tax free income combined with excellent market like performance.
*Guarantees are based solely on the financial strength and claim-paying ability of the issuing company and compliance with product requirements.