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Wealth Strategies USA

You work hard to save money for an enjoyable Retirement or to take care of your cash flow needs during working or your retirement years.

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Safety....Security....High Growth

Roth Conversion Alternatives

Tax Free Income

Worry-Free Retirement

Safe Money Programs

You work hard to save money for an enjoyable Retirement or to take care of your cash flow needs during working or your retirement years. Unfortunately, it is not what you make or save but what you keep that helps you in your future financial needs. Your savings can lose their future value for: 

  • Inflation
  • Losses in Stocks or Real Estate investment holdings
  • Taxes
  • Untimely death that can adversely impact your young children’s future
  • Low financial returns etc.
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Wealth Strategies:

Advanced concepts that provide you Income for Life, College Funding for your kids and grandkids, Tax Free Income, become your Own banker and make money instead of the banks, make additional money while Paying off Mortgages or buy Real Estate, Arbitrage, Leverage, make money while paying your business expenses etc.

Past performance is no guarantee for future returns. But whether you are in your 30s, about to retire or in retirement, would you have liked to see your money return up to 14%+/year for the last 10 years*?!! How would you feel if these products also provided a guarantee not to lose your hard earned $$ if the stocks went down?! Can you duplicate these results year in and year out, even if you are a whiz at investing in stocks?! Can you eliminate the inherent risk in stock investments?! What if you can, add on Tax Free or Tax Deferral advantages?

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Advanced Trust Planning (Exclusive Trusts):

Most Trusts if executed properly can protect your Assets from lawsuits, judgements, creditors etc. while providing you control in how the assets are distributed while you are alive or after your death.

Our advanced Trust Planning Strategies at Exclusive Trusts will structure them to make you money while providing protection. In addition, they can be structured to eliminate capital gains taxes on sale of your appreciated assets (Stocks, Art, Business, RE etc.).

Also, how would you like to make money while donating to charities? Our strategies show you how!

If you want to receive additional information or get your own customized Retirement / Cash management Programs on Safe Money or Wealth and Trust Planning Strategies,

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Safe Money

Your single source for Brochures, Reports, Videos, Resources, Articles that are continually updated monthly or as the situation requires on various Retirement topics like Retirement Planning, Safe  Money, Tax deferred plans, Tax Free Plans, Medicare, Social Security, Annuities, Life Insurance, Federal benefits, Estate Planning etc.

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Disclosures: Not applicable to all clients. Results will vary depending on amount and length of contributions; Product and Strategy selected; future Stock Index returns; underwriting of client’s financial and health conditions; and other non specific issues. Use the concepts for information purposes only. Values and benefits are not guaranteed unless the column is marked guaranteed. Actual returns will depend on future stock performances and other factors. This presentation is about using Insurance Products, mainly Fixed Index Annuities and Index Universal Life Policies to help a Client’s Retirement needs and/or provide Financial Protection in case of a loss of life or provide client with Financial Living benefits. Ask your Agent or Advisor on how to minimize the impact of surrender charges, if any. Numbers shown are for illustration purposes only and actual values will vary based on individual age, health , company and product selected and other underwriting guidelines, as applicable. Please consult with your own Tax Attorney, Estate Planning Attorney, Accountant, Financial advisor and your Family or Business Attorney for any specific Legal, Tax, Investment or Accounting advice, and to determine the appropriateness of any specific plans discussed. Use the concepts for long term retirement planning only. If not structured properly IUL policies can lapse if only the minimum guaranteed returns are credited. In the first three years of most IUL policies due to the surrender charges, there will not be any money available for withdrawal or to borrow from the policy or some companies may  not let you borrow back the money in the first 3 years. Unless expressly stated, any US Federal tax related information contained in these materials is not intended or written to be used, and cannot be used, by any person or entity for the purpose of avoiding any Taxes or penalties that may be imposed by IRS. Each company has its own proprietary investment methods that are not shared with the general public. Any analysis shown is not to be associated with any specific company, but should be used as a standalone process on how Index strategy can potentially work. No warranties are being provided with this information and as such please use the examples to get a basic understanding of the process. The expense and rates of return numbers used are for illustration purposes only. Hypothetical returns shown are not guaranteed, as actual future performances will depend on how well the selected stock index performs.

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