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致富理財 - Frank Ho-法蘭克時間  線下講座  講座       01/31/2026 (Sat.)

10 AM   Fremont

       2PM     Cupertino    

法蘭克時間

  

致富理財 - Frank Ho- 退休有錢用 

40歲到50歲是做退休規劃的黃金時期,但没规划。

50歲到60歲是想規劃,没行動。

60歲到70歲是采取最多行动的族群。您處在哪個階段呢?

 

灣區退休平均需要18 萬的現金流,您有方法嗎?

我們教您4種固定收入的方法,讓你退休有錢用!

 

01/31/2026(星期六)    10 AM  Fremont

*FREMONT ADDRESS:    2090 Warm Spring Ct, Suite 148, Fremont, CA 94539

01/31/2026(星期六)     2  PM  Cupertino 

*CUPERTINO ADDRESS: 10054 Pasadena Ave, Cupertino, CA 95014

  1.  
    灣區退休後,每年要負擔的property tax就要$1萬5,醫療保費也要$1萬2!出去旅行, 夫婦兩個要$2萬塊!還有PG&E又要漲價,就算房屋沒貸款,房屋保險年漲,
    退休以後,左手拿401K RMD, 右手拿SOCIAL SECURITY;喜歡拿錢,討厭交稅! 交了稅,可以用; 不交稅,不能用。
    到了60歲,太太都希望先生不要退休繼續工作,每個先生都很累不想再工作了,太太都覺得 我也照顧家裡30年了,該我享受了吧!其實夫婦兩個都沒有安全感,害怕現金流斷掉.
    當 401K碰到RMD, 還有SOCIAL SECURITY開始拿錢的時候,你的稅率會如何被影響?繳過稅的錢, 變成 「可以花的錢」 ,延稅、不繳稅的錢, 則變成遺産…你喜歡哪一種呢?

 

教您如何規劃退休以后依然有$18萬的現金流收入

如果您想要我們幫您橫向對比pros and cons,歡迎參加1月31號“退休有錢用”線下講座!

 

 

致富理財  Frank Ho 法蘭克時間:  線下講座 講座

 

 01/31/2026 (Sat.)

10 AM   Fremont

       2PM     Cupertino  

Cupertino Office:
10054 Pasadena Ave

Cupertino, CA 95014

 

Fremont Office::
2090 Warm Spring Ct. Suite 148  
Fremont CA 94539

  

   

 

 

 

報名請按下面報名按鈕

電話   408-996-1118   

 

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IF Direct LLC is an insurance agency with a network of affiliated, independently-owned offices that consists of carefully selected and experienced financial & insurance professionals.

 

Our businesses include sales and trading a wide range of insurance products including life, medical, long term care, disability and more. Our clients include domestic and international individuals, small businesses, corporations, financial intermediaries, and institutions.

 

As an insurance agency for changing times regardless of your investment goals, we have professionals who are eager to help you meet your goals. Our agents make every effort to build long-term relationships with clients, offering personalized attention and financial advice. We stay focused on the present while maintaining a clear vision of the future.

Contact Us Today!

致富理財 IF Direct LLC

Cupertino Office:
 10054 Pasadena Ave

Cupertino, CA 95014 

 

Fremont Office::
2090 Warm Spring Ct. Suite 148  
Fremont CA 94539

 


Phone: 1-408-996-1118

Fax: 1-408-996-1116

Email: info@ifdirectllc.com

 

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