Discover how rising national debt, broken retirement systems, and unsustainable tax policies could derail your financial future—and what you can do to protect yourself. Doug Andrew and his team break down the hidden risks of traditional retirement vehicles like IRAs and 401(k)s and reveal how Indexed Universal Life (IUL) can create a safer, tax-free path forward.
Uncover how strategic rollouts, IUL’s triple tax advantage, and long-standing sections of the Internal Revenue Code can free you from the tax trap and give you back control over your retirement. Learn why trusting the government with your future could be the costliest mistake—and how to avoid it.
Now that you understand the dangers of deferral and overspending, this episode reveals:
– Why IRAs and 401(k)s are ticking tax time bombs
– How to escape the rising tax tide with a strategic rollout
– The power of IULs to protect, grow, and pass on wealth tax-free
Whether you’re retired, planning to retire, or advising others, these insights show how to shield your wealth from taxes and future-proof your legacy.
00:01:17 – The deficit dilemma threatening your retirement
00:07:05 – Why the $92 trillion national debt can’t be ignored
00:10:20 – The coming 33% tax increase—are you ready?
00:14:20 – Your 401(k) isn’t all yours—here’s why
00:17:27 – What is a strategic rollout and how does it work?
00:22:53 – Why tax-free income equals financial freedom
00:24:16 – IUL explained: tax-free growth and protection
00:29:34 – How $300K turned into $1.5M tax-free
00:31:20 – Will Congress take away IUL benefits?
00:36:11 – How to avoid a 37% tax hit in retirement
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