The Retirement-Toolbox LLC offers three Safe Income Strategies, with an emphasis on Tax-Free Retirement Plans, High Yield Alternatives to Bank CDs and lowering the risk and exposure of existing retirement plans to market volatility and tax-traps.
Each of our Safe Income Strategies is focused on keeping your money safe, generating reasonable rates of return paying more than Bank CDs, Money Markets and Treasuries without the down side risk and volatility of Stocks, Bonds and Mutual Funds.
Our Strategies Work. During the Financial Market meltdown of 2008 when many people saw their IRAs, 401(k)s Mutual Funds and other retirement accounts cut in half, none of our clients lost money due to market volatility. Their money was safe and secure and their income steady and reliable.