Lazy Money Annual Statement

lazy_money_cure_annual_statement_07-28-2017.pdf
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Check out the PDF linked above - a couple of years ago, this person decided that she was tired of not earning a decent interest, and she decided to put her "Lazy Money" to work...

Now, her money is:

1. earning a double-digit interest 
2. not in the stock market - can't lose interest if stock market crashes
3. 100% access - she can get 100% of her money back at any time with no penalties

Also - she now has access to $240,567, tax-free, if she needs money for home health care or nursing home expenses, or if she's diagnosed with a terminal illness. 

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:  

www.LazyMoneyVideo.com 

​Call or send an email with questions - no cost or charge - just answers...