h ow a r e yo u c r e at i n g ta x- f r e e I n c o m e fo r retirement?
Cumulative Payments $1,480,650
6.5% Cumulative After Tax Cash Flow
100%
Financed IUL $16,200,000
22%
Municipal Bonds
$3,518,428
17%
Stock Account
$2,770,545
16%
Annuity
$2,660,854
Municipal Bonds
Roth ira’s
tax advantaged iul
Daniel P. Wachs | CFP, ChFC, CLU 1431 Opus Place #630 Downers Grove, IL 60515 Phone : 630.445.1399 | www.perpetualwm.com Email : dwachs@perpetualwm.com