What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments

Thu, Mar 12, 2015

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Barefoot Retirement Plan IUL Overview from Barefoot Strategies on Vimeo.

I’m sure you grew up hearing the expression, “You can’t have your cake and eat it too.”

Right?

That’s been drilled into our heads since we were kids. Well… I’m here to tell you, that now you can! Keep reading and I’ll show you the Power of Leverage.

One of the really unique and powerful options of a Barefoot Retirement Plan is that you have the “Option,” if you decide, to borrow some or most of the funds from your plan at any time you wish, penalty free and tax free… and put them into ANY other investment program you wish.

This option is practically unheard of with 401Ks.

Here’s the really amazing part. You can continue earning a return on the funds you borrow from yourself, while at the same time, you can earn a return on those funds that you put into another asset. I know this can sound a bit strange, so lets break it down with an example.

Let’s say you have $100,000 in your Barefoot Retirement Plan or in what we call your GIA (Guaranteed Index Account.) So lets call that “Bucket A.” If you choose to use our best performing blended index, you can earn between 0% to 17% a year, based on the performance of the blended index each year, on your Bucket A funds.. The main thing here is that you are guaranteed in writing to never lose a single dime from your Bucket A funds due to market losses. Over the past 24 years, this has produced an average annual return of 9.24%.

What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments

Now lets say you have an opportunity to put some funds into an investment that you believe can produce a good return. The great thing is, you can put them into ANY thing you wish. There are NO restrictions. You don’t have to ask anyone nor get anyone’s permission. If you want to do it, you just do it. (As an example, back in the 1950′s, Walt Disney had an account similar to the Barefoot Plan. He had a crazy idea about starting an amusement park and went to banker after banker, trying to borrow money for his idea. Every single bank turned him down cold, as well as family and friends. The only option Walt had left, was to borrow the funds from his Bucket A account. And boy did that work out well! If Walt had not had the foresight to open and fund his account earlier, the entire world would not have known the joys of Disney.)

So lets say you have an opportunity to put funds into rental properties that you think will do very well. You borrow $90,000 from your Bucket A funds, and put them into your Bucket B Investment. Lets say the real estate investment has a return of 10%. Here is the amazing part. Since you “borrowed” the funds from Bucket A, ALL of the funds value continues to earn on the indexed return. So your Bucket A continues to earn the 0% to 17% on the $100,000 that you have in it, AND your Bucket B earned 10% on the $90,000 you had in it. Two returns at the same time, with the same funds.

We suggest you pay back the loans to yourself that you took out of Bucket A, but you don’t have to. It’s your cash, your Bucket, and you can do with it what you wish. Currently the cost of funds to borrow from Bucket A is approximately 4.5%. So any amount above that amount that you can earn on your Bucket B investments, is a win. This is really powerful stuff!If you have any questions about how this works or would like us to run some projections for you, we would be happy to. That’s what we do. Just give us a call or send us an email.

That’s why we are so excited about this Barefoot Retirement Plan. It gives you safety and flexibility. It gives you options. None of us know what changes are ahead for us. But when you plan accordingly and give yourself the many options and benefits that this plan offers, it puts YOU in the driver seat and gives YOU the power and control you need to succeed in these challenging economic times.

This program works really well if you are behind with your retirement fund. 68% of Americans cannot afford to retire. This should not be you. There is a better way. Find out more about it by reading our new, bestselling book, The Barefoot Retirement Plan. You can get your copy right now for FREE on our website. No strings attached. We are here to help you.

God Bless

Doyle Shuler

Co-Founder

Barefoot Retirement

866-480-7784

www.BarefootRetirement.com

PS. Have you watched our webinar yet? You can find out a TON more about this amazing plan and the many Bucket B benefits it offers by signing up for one of our webinars. To check it out, go to:www.BarefootRetirement.com/webinar

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  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
  • What Is The Best Way To Invest For Retirement and Best Tax Free Retirement Investments
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