Discover how to use tax thresholds in 2024 and 2025 to save thousands on taxes before rates increase in 2026. Learn strategic tax rollouts, how Indexed Universal Life (IUL) can create tax-free income, and why deferring taxes could cost you more. Get actionable insights for single and married filers. Claim your free copy of “The Laser Fund” for more strategies.
00:00 – Introduction to Tax Thresholds and Opportunities
02:07 – Why Deferring Taxes Isn’t Saving Taxes
03:21 – Example: Single Taxpayer’s Tax Room
05:08 – Real-life Case Study: Using Room Effectively
06:22 – Strategic Rollout: Pay Taxes Now to Save Later
08:00 – Example: Married Couple’s Tax Savings Strategy
10:34 – Future Tax Increases After 2025
12:19 – Rollout Strategy: Splitting Withdrawals Over Two Years
13:01 – Get a Free Copy of “The LASER Fund” Book!
Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com
Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================
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 LASER Fund Book
Go to: https://www.laserfund.comGet a Free Copy of “The LASER Fund”
Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com
Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
https://youtu.be/_YkV1nnYKl8Get a Free Copy of “The LASER Fund” Book!
Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com
Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
Did you love this video?
Want to learn more wealth and life empowerment lessons from Doug?
Here are some next steps!
========================
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 LASER Fund Book
Go to: https://www.laserfund.comGet a Free Copy of “The LASER Fund”
Go to: https://www.laserfund.com
Go to: https://entitlementabolitionbook.com
Go to: https://www.free10keysbook.com
Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
What To Watch Next
========================
How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer