Contact us for a complimentary, private consultation with an experienced financial professional
Listen to HERO'S Talk Radio every Saturday at 9am and Sunday at 11am on "The Truth" 730 AM
or numerous other stations and times
throughout the US.
1. When you retire would you like to have your income and investments be tax free?
2. Are you saving in accounts that will be taxed in the future?
3. Do you agree that taxes are going up?
Most people are saving into tax qualified plans such as IRAs, 401k, 403b, Deferred Comp, SEP, etc. When you have a tax qualified plan you get a small tax deduction up front so you can pay a large tax later when you take income
Your entire qualified plan including your contribution and gain is 100% taxable. Depending on your tax bracket when you retire you will be sending 20-40% of your income to the Internal Revenue Service and your State Government.
Next to market crashes, taxes are the biggest destroyer of your wealth. Remember, Tax Deferred means Tax-Delayed. Based on current tax rates if you want income of:
$50,000 per year, send $10,000 - $15,000 to the IRS
$100,000 per year, send $25,000 - $35,000 to the IRS
$200,000 per year, send $60,000 - $80,000 to the IRS
You can put your money in Tax FREE accounts and create tax free income
The HERO'S account is a sensible place to keep your hard earned money, unlike other products this account has minimum guarantees.
The HERO'S Account provides:
Tax-free growth that you can access without qualified IRS Restrictions
Security for your family that provides multiple benefits not subjected to Federal or State Income Taxes
Options for a TAX FREE stream or lump sum of income you may not outlive
Accumulation and Growth for your future
We can help you develop an action plan for your retirement:
1. Initial meeting to determine the best strategy.
2. Complete financial review and debt analysis.
3. Proper structure of the tax advantaged fund.
4. Continuous on going education and reviews.
Call 1-866-620-HERO that's 1-866-620-4376
Improve Your Self / Build Your Wealth / Secure Your Future
Seven Priorities of Senior Citizens
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation.