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Solutions


Our solutions are not based on stocks, mutual funds or anything that may lose value.  Only accounts that have guarantees on principal and interest are used.  Additionally, you do not pay any annual fees which eat into your growth.  The bottom line is that you receive good rates of return without the usual risk involved in market based portfolios.

Your new income/recovery portfolio can be funded with IRAs, ROTHS, 401k and 403b accounts, as well as non-IRA money.

In the example below, a non-IRA solution was created that provides over $422,000 of predictable and tax efficient income over 21 years. In addition, the original principal of $475,000 was preserved and recovered at the end of that period.   During this time, the client would receive over $22,000 annually for income.  Can your portfolio do that? Click on image to make larger if needed.

  

 With Non-Qualified Solutions, you can : 

  • Compute Basic Non-Qualified Income-Recovery Solutions.
  • Solve for Income Target Solutions. This is where you tell me how much income you want…then the solutions solves for the income target goal.
  • Annuity + Death Benefit Solution. This allows you to combine income-recovery solutions involving annuities with life insurance (such as Equity Index Life Insurance) in the same solution.
  • Non-Qualified Income-Recovery Solutions…Which Deferral is Less Than Surrender Period of the Annuity Product.
  • Non-Qualified Income-Recovery Solutions…Which Deferral is Greater Than the Surrender Period of the Annuity Product. This allows you to solve for solutions that involve no income…just recovery and a plan “B” against disaster at the end of the life span of the client.
  • This is for assets that are not inside an IRA, 401k, etc.

With Qualified Solutions, you can :

  • Solve Either for Roth Recovery and IRA Recovery.
  • Solve for Tax Free Income or Taxable Income.
  • IRA + Roth Recovery – Solves for Taxable IRA Income and Tax Free Income, While Minimizing Roth Conversion Taxes.
  • IRA Recovery – Solves for Taxable IRA Income with Partial IRA Recovery…Seeking Maximum Income Relative to RMD.
  • 100% Roth Conversion – This Solves a Unique Circumstance Where you want Income Deferral, Tax Free Income, and Tax Free Recovery of Principal.
  • This is for assets that are inside an IRA, 401k, etc.