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The Volatility Buffer Strategy

Tax Advantages

In addition to helping you hedge against a market downturn and increase the longevity of your qualified retirement plan, a Volatility Buffer built with whole life insurance inside a Wealth Maximization Account offers unique tax advantages not found with many other types of investments.

Take a look at this chart to see how different types of tax-free retirement income compare:

Chart


Here is a snapshot of the various types of tax advantages a Volatility Buffer can offer:
• Income tax-free death benefit
• Estate tax-free death benefit
• Earns interest and dividends tax-free
​• Growth of cash value can be used tax-free
​• Tax-free policy loans
​• Tax-free retirement income

You can see these tax advantages displayed in your free download here

 

Download: Tax Advantages Infographic


To take a deeper dive into how each tax advantage works,listen to this episode of The Perpetual Wealth Strategy Podcast


Next, we’ll look at how much money you can realistically spend in retirement.

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Conventional financial mindsets are failing too many people. We save, invest, and borrow the way Wall Street, banks, and the financial media tell us, but we are left unprepared for market losses, financial hardships, and retirement.
 
In Heads I Win, Tails You Lose, CEO and financial strategist Patrick Donohoe shares financial secrets used by the wealthy to navigate the rapidly changing economy.
 
Discover a new method for managing your money. It works for real estate investors. It works for business owners and entrepreneurs. It works for families. And it works at any financial stage, whether you’re looking to grow wealth, increase income in retirement, or leave a legacy for your heirs.
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About Paradigm Life

Paradigm Life helps you create customized financial solutions proven to reduce risk, increase growth, minimize taxes, and hedge against market volatility.
 
We believe in a better financial system. One that makes life more predictable. Your financial goals are our goals, and our Wealth Strategists are by your side every step of the way.
 
Since 2007, CEO, author, and The Wealth Standard podcast host Patrick Donohoe and his team have helped thousands of people efficiently grow their wealth and protect against market volatility.
 
Take control of your financial future. Schedule a free consultation and build your custom wealth strategy today.

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