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Analysis Scenario


Please refer to the following achievable scenario as you are filling out your FREE ANALYSIS email.  With this scenario in mind, we are going to ask you questions so we can develop an ACTION PLAN to fit you, your situation, and your goals.  First we have to see where you are so we can get you to where you want to be.  Then we can begin filling your COMFY2NT reservoir.  Even Niagara Falls started out as a trickle.  Just like the waterfall, earnings keep on coming even while you sleep.

COMFY2NT Example      Your Funding Taxes Saved & 
      Going In Additional Made
FROM IRAs, 401(k)s,etc.      $        200,000  
33% Tax & 10% Penalty Saved (NOT PAID) & Invested    $                86,000
Cash      $          21,000  
Found during Financial Makeover    $        130,000  
         
Total going in      $        351,000  
Annually You will put in     $10000/yr      
     or $833 a month     
Let say you are age 25 and you want to retire at age 65.    
We have plans for any age, so don't let that throw you.    
With an easily achievable annual average return of just 7.2% that   
has guaranteed minimums built in where you NEVER Take     
losses and on which YOU are NEVER TAXED, your     
retirement reservoir COMFY2NT Account totals   
 
 $    8,513,347  
It is truly amazing what happens to compound interest    
when you NEVER TAKE LOSSES and you are NEVER TAXED.    
         
Let reduce this by what you originally put into the account  $        351,000  
Let also reduce it by the total of your monthly contributions  $        405,833  
         
Working together we were able to achieve an additional    $          7,756,514
         
It is not over yet.  So now you get to run amuck or as some call it   
retirement.  So you are retired … sleeping in, enjoying life, earning  
still an achievable average of 7.2% each year.    
         
    COMFY2NT    
COMFY2NT Account at retirement  $          8,513,347.00    
Earn 7.2%   7.2%    
         
Annual Earnings    $             612,960.98    
TAX    NONE     
TAKE OUT         
SPENDABLE CASH     $             612,960.98    
Easy Math.  Can do each and every year … will out last us all!!!    
Could build in RAISE EACH YEAR. Only pull what you want.    
It is TOTALLY YOUR CASH TO MANAGE AS YOU PLEASE.    
WOW EACH YEAR … that much!  So retired at 65.  We only look    
thru age 100, beyond that is a FREEBE ON US!    
So 35 years just living off the interest is an additional     $        21,453,634
Of course if you leave more in … it earns MORE.    
If you divide the annual interest above by 12 months,    
You get $50,000 a month, as mentioned at the Easy $50,000 tab.  
         
SPENDABLE AFTER TAX ADDITIONAL CASH INTO YOUR POCKETS  $        29,296,148
To good to be true … NO.  This is very achievable.    
Is this your scenario … NO.  No matter what, it will be different from this.  
Ages, amounts, goals, etc.   Will make it different than this.    
         
By the way … just for reference sake this AFTER TAX amount    
at just 33% tax would require a before tax earnings to equal it of  $        43,725,595
         


 

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Last modified: 01/25/12