Tax free foundational asset retirement

Breakthrough Anti-Tax Money Strategy!,[object Object],End Taxes on Non-IRA Savings & Investments and. . .,[object Object],Be Able to Spend 25 to 46 Percent More Income When You Retire, Tax-Free!,[object Object],Foundational Asset Management™,[object Object]

Mission Statement,[object Object], We are dedicated to helping you grow your wealth and stay wealthy through the application of cutting edge Foundational Asset Strategies™ that will enhance your estate, improve your lifestyle and provide a safe, comfortable and rewarding retirement.,[object Object],Foundational Asset Management™,[object Object]

Sound Principles to Follow,[object Object],[object Object]

ControlFoundational Asset Management™,[object Object]

Tax,[object Object],Favored,[object Object],Tax,[object Object],Favored,[object Object],Taxed,[object Object],Taxed,[object Object],Four Phases of,[object Object],RETIREMENT PLANNING,[object Object],IRA / 401(k),[object Object],CONTRIBUTION,[object Object],ACCUMULATION,[object Object],WITHDRAWAL,[object Object],Your benefits will be taxable at retirement, and probably at a ,[object Object],higher tax rate.,[object Object],TRANSFER,[object Object],Foundational Asset Management™,[object Object]

The Nation's Bulging Debt is now $12 Trillion ,[object Object],12/09/2009,[object Object],After $787 billion in stimulus spending and $700 billion in bank bailouts, 2010 is fast shaping up to be the year of the federal budget diet,[object Object],Bipartisan support is growing in Congress for action to stabilize the nation's debt,[object Object]

$1 Trillion in just,[object Object],Interest per Year,[object Object],The Congressional Budget Office projects annual interest on the public debt would be about $800 billion by 2019, but the Heritage Foundation's Brian Riedl and other analysts estimate it could surpass $1 trillion by then.,[object Object],Who is going to pay,[object Object],all this interest?,[object Object]

The only solution seems to be…,[object Object],Higher,[object Object],Taxes!,[object Object],Foundational Asset Management™,[object Object]

Deferred Tax Retirement Plans,[object Object],[object Object]

Taxes on these funds have only one logical direction, and that is to increase!Foundational Asset Management™,[object Object]

Whose Retirement Are We Really Planning?,[object Object],Ours or Uncle Sam’s?,[object Object]

Withdraw a net $75,000 per year ,[object Object],from a $1 million IRA earning 7.5% ,[object Object],in a 35% tax bracket,[object Object],$1,000,000 Account Value,[object Object], 7.50% Rate of Return,[object Object], 35% Tax Bracket,[object Object], $115,385 Total Withdrawal ,[object Object], $75,000 Net ,[object Object],Foundational Asset Management™,[object Object]

Tax free foundational asset retirement

Withdraw a net $75,000 per year ,[object Object],from $1 million earning 7.5% ,[object Object],in a 0% tax bracket,[object Object],$1,000,000 Account Value,[object Object], 7.50% Rate of Return,[object Object], 0% Tax Bracket,[object Object], $75,000 Total Withdrawal ,[object Object], $75,000 Net ,[object Object],Foundational Asset Management™,[object Object]

Tax Free Alternatives,[object Object],[object Object]

Equity Index Life InsuranceFoundational Asset Management™,[object Object]

Tax-Free Options,[object Object],[object Object]

$5,000 max contribution per year < 50 years old

$6,000 per year > 50 years old

$0 per year if income > $116k (single) or $169k (married & filing jointly)

Roth 401(k): better…if you can get one

No income restrictions to contribute

Existing 401(k) contribution limits remain

$22,500 annually total>50Foundational Asset Management™,[object Object]

Guaranteed safety, exceptional liquidity

Outstanding, TAX-FREE rates of return

Section 7702 and 72(e)Foundational Asset Management™,[object Object]

Section 72(e) and 7702,[object Object],[object Object]

Hence, the beauty and magic of life insurance: It is a unique vehicle that allows tax free account value accumulation, allows you to access your money tax free, and, when you die, blossoms in value and transfers income tax free!Foundational Asset Management™,[object Object]

Equity Index Life Policy,[object Object],Ceiling,[object Object],Goals,[object Object],“Cap”,[object Object],[object Object], market gain without risk of ,[object Object], principal,[object Object],14.00 %,[object Object],[object Object], and Poor’s 500 or the DOW,[object Object],[object Object],2.00%,[object Object],Floor,[object Object],Foundational Asset Management™,[object Object]

The Powerful Advantage of ,[object Object],Locking in AnnualGains,[object Object],$126,225,[object Object],12.5%,[object Object],$111,375,[object Object],12.5%,[object Object],2%,[object Object],$112,200,[object Object],$110,000,[object Object],12%,[object Object],Gains ,[object Object],Become,[object Object],Principal,[object Object],10%,[object Object],$100,000,[object Object],-10%,[object Object],$99,000,[object Object],That is a$14,850difference because of the annual lock in and reset.,[object Object],Foundational Asset Management™,[object Object]

How Index Reset Works,[object Object],$117,810,[object Object],$136,989,[object Object],920,[object Object],940,[object Object],14%,[object Object],Cap,[object Object],2%,[object Object],Floor,[object Object],650,[object Object],$120,166,[object Object]

Average ,[object Object],Tax equivalent is,[object Object], 11.23 %,[object Object],Average,[object Object],Tax equivalent is 2.49 %,[object Object]

Tax free foundational asset retirement

Tax free foundational asset retirement

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