Do You Hate Paying Taxes and Losing Money In the Stock Market?

Retirement-Toollbox LLC releases a series of educational videos on Tax-Free IULs, an IRS approved alternative to 401(k)s that cuts taxes and preserves capital. The Strategy has also been known to double, even triple after-tax retirement income.
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June 3, 2014 - PRLog -- The Retirement-Toolbox LLC has released a new educational video how to eliminate stock market losses and taxes.

Clients often tell me they hate paying taxes, but they hate losing money in the stock market more.

I tell them, there is a little known IRS approved strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital.   A client called the Tax-Free IUL spectacular, a game changer! No downside risk. Tax-free income for life.  Plus you earn a reasonable rate of return. He called it “The 401(k) Replacement!”

They’ll say, what’s the catch?  I tell them there is no catch, but there a few tradeoffs most people can live with.  In exchange for no downside risk, earnings in a given year are capped.  Currently at 13% to 16%, depending on the index chosen.

A more detailed video looking back at the S&P 500 index, comparing a 401(k) invested in the S&P 500 index with a Tax-Free IUL invested in the S&P 500 Index, with a 14% cap and 0% floor.  Bottom Line after 15 years: $8,300 Taxable 401(k) income vs. $23,000 Tax-Free Income in the IUL, and $150,000 Taxable 401(k) Assets vs. $254,000 Tax-Free Assets in the Tax-Free IUL.  During this 15 year look back, the Tax-Free IUL produced more than 4.5 times more after tax income than the 401(k). Video shows how the tax-free IUL works. No downside risk.  Gains are locked in annually.   Share in market upside up to a 14% cap.

It has been called the Perfect Retirement Solution.

•       You don’t lose money when the markets go down!

•       Share in Market Upside when Markets go up!

•       Earn Reasonable Rates of Return!

•       Gains Locked In Annually!

•       Tax-Free Penalty Free Withdrawals at any age!

•       Tax-Free Income You Won’t Outlive!

More videos can be found at

Bruce E Cox CPA
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Tags:Tax free retirement, Tax-free Income
Industry:Accounting, Finance
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