Family Bank Retirement
In saving for retirement, is your goal to have a bigger account balance or bigger income? During your distribution years, where your money sits is far more important than the rate of return your money is earning.
In this series you will learn how to create a dependable stream of tax-exempt cash flow, while eliminating market risk, and position your assets to leave behind a large financial legacy.
Many Americans hold a majority of their wealth in tax-qualified retirement plans which are really just an I.O.U to the IRS.
Do you believe taxes will be higher or lower during your retirement years?
What's the Goal: Income or Net Worth?
Cash Flow Case Study
3 Asset Types
Cash Flow Distribution Rates
The Family Bank Retirement Strategy
Capital Equivalent Value of Life Insurance
Volatility Buffer