Financial Education

Private Pension Plan Overview – Replace 401k with BEST PLAN on Earth 

ZERO Losses/Tax-Free Income

We believe — “People don’t care how much you know, until they know how much you care!” That is more than just a statement — it’s a fact with our MKG Insurance Agency Champions and all our clients!

Retire Outlook Estimator

How much you save is the most important factor in building the kind of retirement fund you’ll need to maintain your lifestyle after work. Use this calculator to quickly determine your “retirement outlook”—and how much more you may need to save to improve it.   

Life Insurance & Fixed Index Annuities is the flagship product of MKG. MKG Insurance Agency offers all types of Annuities, QLAC’s, Qualified Longevity Annuity Contract (RMD), life insurance including term life, indexed universal life, survivor-ship life and whole life. MKG is constantly updating its life insurance portfolio to continually offer the most competitive products in the marketplace. Life insurance offers tax advantages that make it the perfect vehicle for retirement saving

If you could earn stock market based returns without risk and 100% tax free in an IRS approved retirement account, would you be interested? What if this account earned interest based on market performance in the good years, but guaranteed you would never lose any money in the bad years?

What if a 7702 Private Plan could, almost like magic, balloon in value to much more than you put in if you were diagnosed with a terminal or chronic illness and needed money now? And among other features not in your current retirement account, what if the money you saved was much more liquid than a 401k, 403b, IRA, SEP, ROTH, KEOGH or other traditional IRS approved plan? That would sound like a pretty good retirement plan wouldn’t it? Would you think it is worth it to read this article over the next 10 minutes to find out?

If you said yes and you are willing to invest a few minutes reading then you are about to learn how to properly structure a 7702 Private Plan and earn tax free market based returns with $0 at market risk. The people who do a little research and work with a reputable professional to get it right increase retirement lifestyle significantly because a properly structured 7702 Private Plan is a set it and forget it type of account. It will perform your entire life earning risk free market based gains and rewarding you with tax free retirement income for life. 7702 Private Plan accounts also have more flexibility and fewer limitations than traditional 401k, 403b, IRA, SEP, ROTH, or KEOGH accounts.

The 7702 Private Plan is an excellent opportunity to create your own financial security without risk. It takes a little research and about an hour to set up with a professional, but once that is done your Private Plan account will serve you for life.

Book a appointment today to speak to a 7702 retirement plan specialist

Tax Free Income Plans:

  • Safe Harbor Plans 401(k) Plans
  • College Funding
  • Longevity Planning
  • Pension Max
  • Smart Money
  • Supplemental Retirement
  • Income Protection
  • AnnuiCare Tax Deferred Annuity with tax qualified long-term care insurance benefits
  • Index Universal Life Insurance 
  • Whole Life Insurance
  • Estate Planning
  • (ExOLI) Executive Owned Life Insurance
  • Tax Deductible Life Insurance 162 Non-Qualified Supplemental Retirement Plans

Create a Free Account on our new client portal whether your an investors seeking tax deferred income strategies or an existing client  wanting to diversify their portfolio, increase their retirement income, protect assets, lower their tax liability, retirement planning, expert tax advice, fixed index annuities.

We believe that fixed index annuities and index universal life insurance strategies are an important part of a investor’s portfolio. Utilized properly, Annuities / IUL investment products can provide diversification and may help decrease overall investment risk.

And apply the strategies outlined in this article you will have a lifetime plan that will outperform most mutual funds, is guaranteed against losses and pays out tax free.

MKG Enterprises Corp dba MKG Insurance Agency

California Department of Insurance License No. 0J03013

Florida Department of Insurance License No. W383809
New Mexico Partnership Corporation License No. 100014763

Texas Department of Insurance License No. 2126837

Contact us

Direct (559) 293-4977 Toll-Free (866) 675-3933

https://wa.me/15593093260

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Assuming certain premium limits are adhered to so your policy is not considered a Modified Endowment Contract Insurance Products: – Not a Deposit – Not FDIC-Insured – Not Insured By Any Federal Government Agency – Not Guaranteed By Any Bank or Credit Union – May Go Down In Value
 
This is information is a hypothetical concept and is not valid unless accompanied by a basic illustration for the life insurance policy described and an Internal Rate of Return report.