3 Questions and Answer

  1. Do you expect that income taxes will be higher in the future than they are today?
  2. Would you like an asset class that will rise when the stock market goes up, but will not ever go down due to the market falling?
  3. Would you like to enjoy an income in retirement that is tax-free?

If you answered yes to one or more of these questions, let’s talk.  We can show you how you can utilize this little known asset to receive tax-free income at retirement.  This asset receives protected status from the tax code and as a result provides you with:

  1. Tax free earnings to accumulate to retirement
  2. An account that goes up when the stock market (e.g., S&P 500) goes up, but will not go down due to the market falling
  3. Allows access to your funds with no tax penalty or dollar limits (college funds, emergencies or opportunities)
  4. Allows you to start your retirement income when YOU decide, not mandated by the government, like after age 59 ½ or before 70 ½.
  5. Has no limits on your contributions
  6. Has no limitations to qualify based on your income; either your income level or type (earned or investment)
  7. Is protected from creditors in Texas and most other states
  8. Will not cause your social security benefits to be taxable
  9. Avoids the cost of probate when paid to your heirs
  10.  Provides a lump sum tax-free legacy to your heirs that is much larger than your account balance
  11.  Substantial contractual guarantees

If you compare these benefits for your contributions to your 401(k), Traditional IRA, or 403(b) plan, you might want to consider allocating some of your money for retirement to this asset class.  Of course, you should contribute to your employer plans all amounts on which your employer will match.

If you would like to learn more about this asset class, please call or email for a hassle-free conference with no obligation.  We’ll even offer to give you an informative book with detailed information about the subject by a best-selling author.


Tim Davis, CLU, CEBS


Davis Capital Corp.