Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income. (English only)
Simon's TV Show on Leverage Retirement Plan (Mandarin with English subtitle)
Leverage Income = $57k/yr age 65-90 total almost $1.5M along with Life/LTC Insurance Protection of $1.5M as compared to "No Leverage"=$28k/yr with lowered Insurance Protection; "After Tax Mutual Fund"=$21k with NO Insurance Protection, "Tax Deferred 401k/IRA"= $24k/yr with NO Insurance Protection
Based on 6% Index Credit Rate & 20% Capitals Gain Tax Rate
Based on Female, age 50, contribute $35k/yr x 5 yrs total of $171k, Bank Match total of $457k