Bruce E Cox CPA

Retirement Plans are heavily taxed. Stock Market Losses & Taxes could rip your retirement dreams apart.

Hate paying taxes and losing money in the stock market? Under the radar IRS strategy eliminates retirement taxes and stock market losses.

Rolling over money in CDs, earning less than 1% on your money, because you fear stock market losses? You could be earning 6% to 9% tax-free. Watch Video

Tax-Free is Better: Sara’s Story Demonstrates the Power of the Tax-Free IUL

Will you have enough retirement money? Make sure with a tax-free retirement plan.

David was facing a Retirement Shortfall Until A Tax-Free IUL Rescues David’s Retirement Dreams. Acting while he can David now looks forward to retirement.

As a gifting strategy Living Benefits Life Insurance is powerful and can set your children and grandchildren up for life with tax-free, penalty free income

Tax-Free IUL Saves Robert’s Retirement. Robert had no retirement savings. It looked hopeless until Robert discovered The Tax-Free IUL.

Tax-Free IULs are a vehicle for creating Financial Independence. There is no downside risk, gains are locked-in & withdrawals are tax-free at any age.

Tax-Free IULs work as a tax-free emergency fund. Flexibility is a hallmark of living benefits life insurance. Tax-free withdrawals for any reason, any age.