Discover how to maximize your retirement income and minimize taxes with a strategic rollout. Learn why Indexed Universal Life (IUL) is a superior financial vehicle compared to traditional IRAs and 401(k)s. Get real-life examples and expert advice to ensure a tax-free retirement.
00:00 – Introduction to Strategic Rollout
00:50 – The Pitfalls of Deferring Taxes
02:07 – Why IUL is the Ultimate Financial Vehicle
06:00 – Common Retirement Income Sources
08:07 – Transitioning to a Tax-Free Bucket
09:14 – Legitimacy of Tax-Free Retirement Strategies
11:08 – Case Study: Mr. Tax to the Max vs. Mrs. I Have a Lot More
14:11 – Real-Life Examples of Strategic Rollouts
19:27 – Achieving a 0% Tax Bracket in Retirement
22:50 – Want to learn more? Then get a free copy of my books!
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What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
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