You’ve probably heard me talk about the four phases of retirement planning.
Many Americans put money into tax-deferred IRAs or 401(k)s, getting a tax break on contributions and accumulation, but then they pay taxes during their harvest years.
My favorite vehicle for avoiding this is a properly structured, max-funded, tax-advantaged insurance contract, or IUL.
Funded with after-tax dollars, it allows me to accumulate wealth tax-free, access it tax-free, and when I pass, it transfers income-tax-free.
With an IUL, you avoid the tax trap that many face with IRAs or 401(k)s.
To learn more about this powerful vehicle, click on the link below, contribute a nominal amount toward shipping, and I’ll send you a free copy of my book. #shorts
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