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Tax-Free Income Estimator for Catapult Plans
Many of you have read one or both of my books titled: Get Me to ZERO or Tax-Free Millionaire. Parts of both books describe using select Index Universal Life policies (IULs) for supplemental tax-free retirement income. I call them ROTH alternatives on steroids. I love ROTHs but they cannot supply nearly the benefits of a properly designed and funded IUL. [...]
LTC Insurance Is HOT again!
Yes, it is. In just a decade and a half, long-term care insurance (LTCi) has regained its popularity. Those of us entrenched in the LTCi field saw this trend looming on the horizon. It’s not rocket science; the demographics speak volumes. With over 50 million family caregivers in the U.S., it’s evident that their efforts can only stretch so far [...]
Two New Widows Within 48 Hours
Two of our neighbors passed on a couple of weeks ago. Both husbands died within two days of each other. They literally lived across the street and next door. We didn’t know them very well except to wave and smile at each other from our driveways. Both gentlemen were in their 60s, and as far as we know, at least one [...]
How Much Money Does it Take?
How much money does it take for a $54,000 annual retirement income for a married couple of 64-year-olds who want to retire in one year in retirement based on the 4% rule? Well, that’s easy math. Simply divide $54,000 by .04 and you come up with $1,350,000. As a reminder, the “4% Rule” says that you can take 4% of [...]
Find Out HERE
Will you outlive your money? Read this blog post and then CLICK BELOW to find out in nine easy steps with this FREE assessment fueled by my software. Famous football coach Lou Holtz once said, “Pressure is what you feel when you are not prepared.” Retirement Income Planning (also the title of one of my books) is about preparation… not procrastination. [...]