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Tax-Free Retirement

Do you believe your 401(k) or Social Security benefits will be enough to take care of you when you retire...at age 65, or at any other age thereafter? Could you simply take (NOT borrow) cash from your 401(k) or IRA in an emergency (or at any other time) without IRS restrictions and/or tax penalties? How about when you finally retire: are you certain that ALL the funds in your 401(k), IRA or other tax-qualified retirement account would be available to you? Who are you really saving YOUR retirement dollars for – yourself or Uncle Sam? Do you know just how much of the money in your 401(k) – or any other tax-qualified retirement account, for that matter – is going to be SUCKED away by taxes? If you don't know the answers to these questions (and probably haven't even thought about them), then
it is time for you to find out. We suggest that you contact us at your earliest convenience for an appointment to come chat with us so can work with you to find answers to these very important questions. Even more importantly, we will show you far SUPERIOR STRATEGIES (than your regular tax-qualified plans) for not just growing your money on a tax-deferred basis but also for accessing it whenever you need to (yes, WHENEVER, without IRS restrictions and/or tax penalties), and enjoying it all when you do retire – or leave it to your heirs – practically WITHOUT any taxation.

Do you dream of retirement like any of these?

             

Well then....here are some alternatives to your traditional tax-qualified plans to consider:


Want to know more about how to earn tax-free interest and tax-free income at retirement? Click here to learn more about how the $martMoney Retirement Plan works using the concept of annual reset to ensure the growth of your retirement savings ahead of the stock market while keeping you on pace to enjoy a financially secure retirement with tax-free income (And definitely check out what other trusted advisors are recommending.)

Last but not the least, click here to visit our interactive website and access our educative videos, and here to find out how much you should be saving for retirement.


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Any information provided on this website has been prepared from sources believed to be reliable, but is not guaranteed by AAKOBB Financial Services and is not a complete summary or statement of all available data necessary for making any investment and/or financial decision. Any information provided is for informational purposes only and does not constitute a recommendation. AAKOBB Financial Services and its employees do not own options, rights or warrants to purchase any of the securites and other financial products mentioned on this website. Any review, re-transmission, dissemination or other use of – or taking of any action in reliance upon – the information provided on this website by persons visiting this website is done solely at such persons' own risk, and AAKOBB Financial Services and its employees may not be held liable in any manner for such use of or reliance upon the information herein provided.  

Disclaimer under IRS Circular 230:  Unless expressly stated otherwise, any U.S. federal tax advice included on this website is not intended or written to be used, and may not be relied upon or used (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on any taxpayer under the Internal Revenue Code, and/or (2) by any person to support the promotion or marketing of, or to recommend any Federal tax transaction or matter addressed herein.

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