Now, her money is:
- earning a double-digit interest
- not in the stock market - can't lose interest if stock market crashes
- 100% access - she can get 100% of her money back at any time with no penalties
And, if she never needs to access that money, her heirs will inherit the entire $240,567 income tax free when she passes on...
I'd say this represents quite an improvement over letting her money continue to sit around and be "lazy" in a bank CD or savings account...
What do you think?
Here's a short "animated whiteboard" video I put together that explains everything:
Call or send an email with questions - no cost or charge - just answers...