No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Ngoc T. Tran, is a Certified Public Accountant with over 23+ years’ experience in accounting, audits, tax consulting, and entrepreneurism. She is also a Life Agent, Global Business Connector, Impact Speaker, and an International Bestselling Author. Ngoc has a B.S. in Business Administration, emphases in Accounting & Finance, from SFSU and started her career in Corporate America as an Auditor and Tax Consultant for Ernst & Young, LLP. Over the last two decades, Ngoc has managed accounting departments, tax, and audits for over $1.5B in cumulative revenues in the construction, real estate development, renewable energy, and professional service industries. Ngoc believes that financial literacy is the key to time and financial freedom and she is on a mission to empower people’s financial health, so they can plan for the unplanned, and create certainty out of life’s uncertainties. As a Financial Health Expert, she works with clients to create customized solutions to help them make money, save money, protect their money and eliminate debt.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
