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LIFE OPTIONS
HELPING THE WORLD...ONE COVERAGE AT A TIME
RETIREMENT PLANNING
Retirement Planning is offered as a qualified plan so that you can have funds tax-deferred and only pay taxes on income earned when funds are paid out. Qualified plans are limited on the amount of contribution, check with your CPA or the IRS what the amount of contribution counts. You can also have an additional non-qualified plan if you wish to have no limit on IRA or ROTH IRA contributions. Non-qualified plans will be taxed on money earned and when funds are paid out.
RETIREMENT
RETIREMENT MANAGEMENT
Retirement Management is identical to Retirement Planning expect that with Retirement Management you are taking a greater risk but with a much high potential profit. This is because you get to tap into the Stock Market and the risk is you only can lose at the most you put in. So you can never owe money. Best for people who have extra money they can afford to risk.
RETIREMENT
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