“A Must Read for Wealth Builders”
“I discovered Quann's approach a little over a year ago, and after making some adjustments to my own investments based on his insights, I now see a real possibility of early retirement.”
Dakota S.
It's not too late to make better decisions about retirement.
Many of our students started late, or are already retired. You don't need to have started at 25. You need a clear plan you understand, from where you are today.
Why retirement income gets taxed twice
When Social Security was introduced in 1935, benefits weren't taxed. In 1983, Congress made up to 50% of benefits taxable. In 1993, that rose to up to 85%.
The money you paid in was already taxed when you earned it. Then, if you saved in a 401(k), withdrawals can push you into a higher bracket, and that can trigger tax on your Social Security benefits too.
What the course looks at instead
- Roth IRAs, Indexed Universal Life (IUL) policies and brokerage accounts, where you have more control over when tax is due
- Borrowing against assets instead of selling them, and the risks that come with it
- Reporting less taxable income so withdrawals don't trigger extra tax on benefits
Education only. Your situation is different; check any decision with a licensed professional.
Students who started later
“Retirement with no worries!”
“As a 62 year-old man I thought I would work until I die but with this book and having implemented the Buy, Borrow, Die strategy, I now see my future brighter than ever! Thank you Mark Quann, I am now looking forward to ‘retirement’ and financial independence with no worries!”
Tod K.
Education only, not financial, investment, tax, or legal advice. Testimonials may not be representative of the experience of other customers and are not a guarantee of future performance or success.
A serious conversation about Social Security
Mark talks with David Walker, former Comptroller General of the United States, about U.S. debt, taxes, and the future of Social Security.