Bruce E Cox CPA

Longevity Risk: Will You Have Enough Money in Retirement? It might have to last 30+ years

IRS tax-traps. Many Dream of Retiring with $1 million In Their 401(k). This could generate $30,000 per year in After-Tax Income after the IRS takes $20,000

Video discusses the documents needed for your IUL Application to determine suitability and health risk. Gathering info prior to application will save time.

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.