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RAL Wealth > Recent Deals > Bank-Funded Retirement Plan

Bank-Funded Retirement Plan

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION
  • Projected Length of Time: 10+ years
  • Projected Return: 14%-30% (depending on leverage)
  • Minimum Investment:$50,000
  • Liquid Access: After Year 2
  • Tax Status:Tax-Free Growth and Income payout. Contributions may be tax-free.

What is the Bank-Funded Retirement Plan?
Executive Retirement Plan administered by Top Life Insurance Company in the US. Used to only be available for 10M+ Net Worth of families now accessible for all. A Bank funds 80-90% of the plan. The investor contributes the remaining 10-20%. Safe growth with no downside risk.

bank funded retirement plan

Ral Wealth Specialists

ryan logan

Ryan Logan

President

(949) 444-5059
ryan@ralwealth.com

chelsey andres

Chelsey Christensen

Client Service Manager

(949) 328-1633
chelsey@ralwealth.com

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