Brdofpray
Recycles dryer sheets
Just returned from a “free” seminar on how to reduce taxes in retirement. The upshot was an invitation to invest in a fund that had zero loss potential, an average return of 7%, with a top end return capped at 13%. Any money withdrawn from the account would be tax free! Most people were intrigued. When I pursued this further, the slick spokesperson would not name this investment opportunity, would not tell me how he would get paid. When he finally told me that both my wife and I needed to have a physical to invest, I had my answer. Indexed whole life insurance.
We walked out. Beware of the free seminar.
We walked out. Beware of the free seminar.