(806) 359-7766
bmoon@torobravoadvisors.com

Amarillo Office

3418 Olsen Boulevard,

Suite A
Amarillo, TX 79109

Tax Strategies - Moving Money from Forever Taxed to Never Taxed

Stop Letting Uncle Sam Snatch Away Your Future Retirement Income!

As of October 1, 2020, the US National Debt is over $27 TRILLION. Did you know governments used to hire pirates to attack and loot other ships?

The Sea Dogs privateer pirates of England were hired by Elizabeth I of England to bring back treasure from merchants on the high seas.

CPA Ed Slott, a world-renowned IRA expert as noted by Wall Street Journal, says that these [qualified retirement] plans are sitting ducks for higher future taxes because they haven’t been taxed yet. If you're a high net worth individual, you may be in an even higher tax bracket at retirement!

Your workplace retirement plan is your retirement income ship, and the IRS is sailing along, possibly waiting to increase taxes to snatch away even more of your hard-earned money!

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The IRS pirates may be scheming to take even more of your hard earned money in massive future increases! Consider strategies like Roth IRA Conversions to reduce taxes in retirement and taxes on Social Security benefits.

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Don't be a sitting duck, unprepared to handle potential massive future tax increases that will crash your retirement income spending. Be prepared to work with us for advanced tax strategies and planning to save yourself from Uncle Sam.

**Change your life by going from forever taxed in IRA, 401(k), 403(b), and 457 plans to possibly NEVER TAXED where the government has a hard time touching your precious wealth! 

Creating a Tax Free Retirement Income and Estate with Less Risk

What's the solution? What if there was a way to potentially grow your money without ever worrying about losing it in the stock market, maintain complete control of your investments, pull income out TAX FREE, and pass money on to your loved ones and organizations TAX FREE as well?

You can use it for your grandkids' college funds, your long term care and health expenses, retirement income, buying new businesses or real estate, vacations, charity, or basically whatever you like! It's powerful, but it probably sounds too good to be true, right? Fortunately, it's not!

It is called Indexed Universal Life Insurance, and insurance is a way the wealthiest billionaires have legally stacked the cards in their favor for centuries.

People like the McDonalds founder and Walt Disney  used insurance for its unique, long standing tax privilege's, growth, safety, and flexibility advantages. 

Watch some of the videos to start understanding how this is a way to take your money from being forever taxed to possibly never taxed**.

Call us today at (806) 359-7766 or email or email us at bmoon@torobravoadvisors.com for a free consultation on how to customize your situation and save you the most taxes. Let's get to work on protecting your wealth from Uncle Sam so you can spend and grow more money safely**. 

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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**Disclaimer: In this context, safety is provided through Life Insurance and Annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured and are not bank deposits and are not guaranteed by any government agency. Insurance and Annuities are not fiduciary products.

Despite being protected from market risk, some policies lose cash value over time, leaving the investor with only the income guaranteed by the Insurance Company. Review the company issued illustration, costs, and the benefit terms carefully and it’s credit ratings before investing.

Life Insurance Policies permit access to principal and interest through tax-free loans. Strict IRS rules must be followed or you could owe income taxes on these distributions. Consult your agent/advisor on how properly structure these complex plans to meet your goals.

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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