Unlock More from Your Retirement
Transform your existing retirement funds into a powerful, tax-advantaged income stream. Our Optimized Retirement strategy helps high-income earners multiply their future income without extra contributions, using a proven, compliant financial structure.
Why High-Earners Trust Us with Their Retirement Plans
Tax-Free Retirement Income
We help you reposition existing 401(k) or IRA funds into structures that legally allow for tax-free withdrawals in retirement.
Strategic Leverage
Our approach uses the infinite banking concept to recycle and amplify your retirement contributions, often generating 30%–5x more income.
Risk-Managed Growth
Unlike market-based retirement accounts, your funds are protected from downside market volatility ensuring stability and peace of mind.
Advantage
Your Existing Retirement Account Can Do So Much More
Most people assume their 401(k) or IRA is the only option for retirement. But what if we could use that same money — and legally reposition it — to dramatically increase your retirement income, without additional contributions? That’s the foundation of retirement optimization.
Benefit
Up to 5X More Income. Up to $1.2M in Tax Savings.
Through our proven 3-Pay funding strategy using indexed universal life (IUL) insurance and infinite banking concepts, clients regularly see 30% to 500% increases in projected income all tax-free. Instead of paying taxes year after year, we help you pay less upfront and keep more over time.
Feature
Bonus: Your Family Wins Too
Unlike a 401(k), our strategy includes a life insurance component with living benefits, zero downside market risk, and a death benefit that transfers millions tax-free to your heirs or charity. It’s income and legacy planning in one.
Conclusion
Why Not Optimize What You’ve Already Earned?
You worked hard to build your retirement fund. Now, let it work even harder for you. With our guidance, you’ll understand how to safely reposition your assets for maximum tax savings, income, and legacy — all using structures the wealthy have relied on for decades.
“I couldn’t believe the difference. I was set to retire with $2.1 million, now I’m on track for nearly $9 million,
tax-free, without adding another dollar. And my kids get a $3.9M legacy.”
– Mark R., Client since 2022
Curious What Your Optimized Retirement Looks Like
Have questions about optimizing your retirement? Send us a message and one of our specialists will be in touch to help you build a smarter, tax-efficient plan.
By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.
Address:
411 Hackensack Ave Suite 500, Hackensack, NJ 07601
Contact
© 2024 Hackensack, NJ. All rights reserved.
Privacy Policy
Terms of Use