In today's episode, we're comparing the Roth IRA and the IUL. The Roth IRA is a popular tax-advantaged retirement account, and the Indexed Universal Life policy aka IUL is a popular tax-advantaged insurance product.

We'll discuss the pros and cons of each, along with profiling what type of investor each would work best for. We'll go in depth with discussing the benefits an investor would hope to get by utilizing each to help you have a better understanding and be more informed about integrating one or both into your retirement plan.

For a free retirement review: [email protected]

OR

Book a call directly here: https://calendly.com/discoverycall15/15min

Grab a copy of my book Retiring Ready: Secure Your Tax-Free Future at Amazon or Kobo.

In this episode, we'll be discussing when it makes sense to contribute to your 401k, 403b or 457 plan. We'll discuss the different scenarios that make that the best strategy, and alternatively, when contributing to your 401k is probably not the right move.

We'll go over the key issues to consider when making the decision about whether or not to contribute to an employer tax-deferred plan. We'll detail the penalties involved with certain retirement choices and give you the information you need to decide if contributing or not is the right decision for you.

For a free retirement review: [email protected]

OR

Book a call directly here: https://calendly.com/discoverycall15/15min

Grab a copy of my book Retiring Ready: Secure Your Tax-Free Future at Amazon or Kobo.

In today's episode, we're going to be discussing the nuts and bolts of the IUL or Indexed Universal Life policy. It's a type of Life Insurance Retirement Plan (LIRP) that's become extremely popular because of the many unique benefits it offers.

We'll go into detail discussing its many benefits, as well as what specific IRS tax laws and codes govern it, and allow it to offer its special tax advantages. Additionally, we'll touch on how each of those laws impacts the way an IUL must be designed to maximize its tax-free benefits.

For a free retirement review: [email protected] or 

Book a call here: https://calendly.com/discoverycall15/15min

Grab a copy of my book Retiring Ready: Secure Your Tax-Free Future at Amazon or Kobo.

Today we're discussing: What is a LIRP? A LIRP is Life Insurance Retirement Plan and there are various types that people are using to create tax-free retirement income. We will discuss the different types of LIRPs, the pros and cons, as well as who they are best suited for based on the characteristics of each.

If you would like to get a free retirement review to see if you're on track with your retirement plan contact me at: [email protected]

You can also book a call directly on my calendar here: https://calendly.com/discoverycall15/15min

To learn more about building an amazing tax-free retirement you can grab my book Retiring Ready: Secure Your Tax-Free Future at Amazon.com or Kobo.

Today we're talking about the different types of tax-free retirement accounts including Roth IRAs, Roth 401(k)s, Municipal bonds and Indexed Universal Life (IUL) policies.

We're discussing why everyone should have the majority of their retirement set up to provide them tax-free income and the important reasoning behind this advice. We're talking through the pros and cons of each type of account and giving practical advice on how to properly set them up.

For a free retirement review: [email protected]

or book a call: https://calendly.com/discoverycall15/15min

Grab a copy of my book Retiring Ready: Secure Your Tax-Free Future at Amazon or Kobo.