Mom and Professional
Computer Guy
Doctor
One For Every Family Member
Avoiding All The Risk
Dentist
Attorney
Unless you specialize in Hybrid retirement income planning, you would not have even known this capability exists. Like everything else in life, we don’t know about something until someone tells us about it.
✔ No personal guarantee
✔ No credit check
✔ No loan docs
✔ No interest payments.
Great, is the match 300%? Can you access the income from your 401k in the future TAX EXEMPT? Remember, this is a 5 and done program.
Me too. I do, however, love what it can do. Participate in the upside of the market without the risk of the downside. Tax free growth and potential tax exempt distributions! If you get sick or die it helps you self-complete the plan. Don't Love the product, love what it can do.
Like everything in life, there is a cost involved. However, in this plan you will know what they are and they are locked. Over the life of the plan you will pay no more in fees as any other type of savings. Its like buy term and invest the difference on steroids.
You pay nothing and are obligated to nothing until you send in your first installment check and the trust documents are created. So in other words, you will know and make your decision to do this way before any transaction happens. You will know where every dollar goes before you write a check.
Ray Alkalai
Insurance & Financial
📞612-217-0157
✉ray@alkalaifg.com