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Welcome to part two of the IBC vs. Series. This weeks episode is all about the ROTH IRA which we all know is the go to qualified plan for the average person looking create a tax free pool of money for themselves come retirement. In today's episode Liz and I will be breaking down if the Roth is really the best tax free option out there or if dividend paying whole life takes the cake.
In this podcast, we’ll break down:
✔️ Guarantees vs. Market Risk – Which strategy offers more secure, long-term growth?
✔️ Constant Compounding – Why IBC keeps growing even when you borrow
✔️ Liquidity & Flexibility – Which option gives you quick access to cash?
✔️ Tax Efficiency – How Infinite Banking minimizes taxes and protects your wealth
✔️ Passive Income Potential – Creating predictable, tax-free income in retirement
Ready to take control of your financial future?
Watch our full Save & Spend Presentation and then schedule a FREE call with us at:
👉 https://saveandspendsystem.com/startnow2
📢 Recommended Reading:
If you’re interested in the source material (we didn’t come up with this!) we highly recommend getting a copy of R. Nelson Nash’s book:
📖 Becoming Your Own Banker (5th Edition) → https://amzn.to/2ZMw0h6
📢 All Social Media Links & The Cashflow Chronicles Podcast:
🔗 https://linktr.ee/legacylifeandretirement
5
22 ratings
Welcome to part two of the IBC vs. Series. This weeks episode is all about the ROTH IRA which we all know is the go to qualified plan for the average person looking create a tax free pool of money for themselves come retirement. In today's episode Liz and I will be breaking down if the Roth is really the best tax free option out there or if dividend paying whole life takes the cake.
In this podcast, we’ll break down:
✔️ Guarantees vs. Market Risk – Which strategy offers more secure, long-term growth?
✔️ Constant Compounding – Why IBC keeps growing even when you borrow
✔️ Liquidity & Flexibility – Which option gives you quick access to cash?
✔️ Tax Efficiency – How Infinite Banking minimizes taxes and protects your wealth
✔️ Passive Income Potential – Creating predictable, tax-free income in retirement
Ready to take control of your financial future?
Watch our full Save & Spend Presentation and then schedule a FREE call with us at:
👉 https://saveandspendsystem.com/startnow2
📢 Recommended Reading:
If you’re interested in the source material (we didn’t come up with this!) we highly recommend getting a copy of R. Nelson Nash’s book:
📖 Becoming Your Own Banker (5th Edition) → https://amzn.to/2ZMw0h6
📢 All Social Media Links & The Cashflow Chronicles Podcast:
🔗 https://linktr.ee/legacylifeandretirement
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