a TRUE COMPOUNDING growth that is NOT found elsewhere is available in a dividend paying mutual whole life policy.

Did you know major banks hold over $130 billion in permanent life insurance assets on their balance sheets? It's one of Wall Street's best-kept secrets—an asset they leverage extensively but rarely recommend to their clients.

A special needs trust can provide for a disabled loved one without jeopardling their government benefits. Precision matters! #EstatePlanning

Consider a QLAC (Qualified Longevity Annuity Contract) to secure income past age 85. Defer RMDs and reduce risk. #RetirementPlanning

Retirement planning for couples? Align on goals. One may want to travel, the other to stay put. Compromise early! #RetirementPlanning

* Want to retire early? FIRE (Financial Independence, Retire Early) requires aggressive saving and lean living. #RetirementPlanning

* Long-term care insurance can protect retirement savings. Costs rise with age, so buy in your 50s for best rates. #RetirementPlanning

RMDs start at 73. Miss them, and you’ll face a 25% penalty. Plan withdrawals to avoid tax traps. #RetirementPlanning #TaxPlanning

* Tax diversification in retirement: Mix taxable, tax-deferred, and tax-free accounts for flexibility. #RetirementPlanning

interest earned on the cash value in a whole life insurance account accumulates tax-deferred. no taxes are recognized as long as the cash remains in the account. The addition of tax advantaged growth to the compound interest equation leads to much faster growth

* Downsizing your home in retirement can free up cash. But factor in moving costs and lifestyle changes. #RetirementPlanning

* Retirement abroad? Research visa rules, healthcare, and taxes. Popular spots: Portugal, Costa Rica, Panama. #RetirementPlanning

* Dynamic withdrawal strategies adjust spending based on market performance. Stay flexible to avoid outliving your savings. #RetirementPlanning

* Retirement planning isn’t set-it-and-forget-it. Rebalance portfolios and revisit goals annually. #RetirementPlanning #FinancialPlanning

FREE EVENT! * Infinite banking uses whole life insurance as a personal bank. Borrow against cash value for flexibility, tax-free! #InfiniteBanking Mark your calendars, May 28, 2025

Is your business giving you freedom—or quietly draining it?

Path to Prosperity: Building Wealth, Securing Your Future meetup.com/encino-wealth-… #Meetup via Meetup

En estos tiempos de incertidumbre, hay algo que sí esta en su contról asegurar. Planificar los arreglos funerales con anticipación le da tranquilidad a usted y a su familia en Los Angeles y en su país. Es un acto de amor y prevision para los suyos. Aquí le ayudamos. #funeralesLA

En Funerales LA, ayudamos a las familias de Los Ángeles a planificar con dignidad y amor. Preparar el futuro es un acto de cuidado. Visita funeralesLA.com para un servicio personalizado y respetuoso. 🕊️❤️🙏 #FuneralesLA #PlanificaciónFuneraria #LosAngeles

En Funerales Los Angeles, ayudamos a las familias de Los Ángeles a planificar con dignidad y amor. Preparar el futuro es un acto de cuidado. Visita funeralesLA.com para un servicio personalizado y respetuoso. #FuneralesLA #PlanificaciónFuneraria #LosAngeles