Retirement Planning
A New Approach to Retirement
Within the Family Retirement Plan we offer you the opportunity to harness the power of tax-deferred growth combined with tax-free income. 1
"It may not be the amount of money you’re saving, but where you are saving you money that matters."
Retirement Planning
The Family Retirement Plan™ is about Making the Most Out of Life™ and preparing today for a prosperous tomorrow.
Rethinking Old Beliefs
For most working Americans today, we rely on traditional, tax-deferred qualified plans as the foundation of our retirement plans – such as 401(k) plans and IRAs. But, have you ever considered that what we’ve been told to do to prepare for retirement might be all wrong?
Consider the following:
- Many companies are dropping or reducing their employer match
- With the ongoing “corrections” and market volatility, many employees now realize they have a much lower risk tolerance.
- Traditional 401(k) plans have looming tax traps you can’t avoid.
Many American's are thinking - Is a 401(k) the best place for my retirement money?
Consider A Better Solution
If you could have a product today that offered the following benefits, would you consider it?
- Tax-deferred growth
- Tax-free income 1
- Non risk of losing money in the market
- Interest based on the performance of the broad stock market
- Proceeds – above and beyond contributions – that pass tax-free1 to loved ones
- No contribution limits 2
Most Americans would shout a resounding, “Yes!” Yet few people know that the IRS already allows this type of product under section 7702 of the Internal Revenue Code.
Rethinking Life
Most people don’t know about section 7702 because they’ve never considered life insurance for retirement planning. If what you think you know about life insurance is based on an experience or product from years ago, it’s time to reconsider your options.
1 When properly structured, funded and managed.
2 Not to be considered tax advice. Please rely on and consult with a qualified advisor.