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Tax Bill Drama, Taking Risks Near Retirement, And IULs vs IRAs (Episode 15)

Posted on May 28, 2025May 28, 2025 by Unknown user

Unlock authentic wealth with Indexed Universal Life and balanced strategy. Doug Andrew’s “93 Million” podcast merges Foundational, Intellectual, and Financial assets inside a max-funded IUL to deliver tax-free income and a zero-percent market floor. Discover smarter indexing, eliminate hidden cost drag, and fortify your legacy while escaping looming tax hikes.

This episode reveals:

– Why expiring tax cuts could raise your bracket by 17 %
– The 4 % rule trap—and how IUL pays double, tax-free
– Policy-audit tips to stop fees draining your future

Build peace of mind, compound growth, and family protection through the L.A.S.E.R. Fund framework.

00:00:00 – Meet Doug Andrew & Crew—Taxes, Risk and IUL Wealth Secrets
00:01:33 – Will Congress Extend 2017 Tax Cuts or Trigger Massive Hikes?
00:03:29 – Bracket Jump Math: 22 → 25 % Equals 13 % Higher Tax Bills
00:09:08 – Retirement Roulette: High-Risk Catch-Up Strategies Often Backfire
00:12:53 – Singles & Doubles Investing Beats Desperate Grand-Slam Gambles
00:18:14 – Policy Audit 101: Slash IUL Cost Drag Below One Percent
00:25:10 – $1 Million Net-Income Showdown—IRA, Annuity, Bank, Mutual Fund, IUL
00:32:56 – Properly Structured IUL Delivers 70 K Tax-Free, Keeps 1.8 M Growing
00:42:23 – Action Plan: Free Consult to Build Tax-Free Income Shield
00:44:06 – Grab The Laser Fund Book Free—Master Tax-Free Compounding
00:50:09 – Q&A: How to Smell “Gas Leaks” in Badly Built Policies
00:53:04 – Top Takeaways: Balance Risk, Audit Policies, Secure Authentic Wealth

———-

Ready to speak with a Specialist? Book a free Quick Consult here:
https://3dimensionalwealth.com/getstarted

Want to Learn More? Register For An Upcoming Event:
https://3dimensionalwealth.com/events

Claim Your Free Copy of The L.A.S.E.R. Fund Book
Go to: https://www.laserfund.com

Are you an advisor interested in what we teach?
Go to: www.iulinsiderpro.com

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