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In this episode, Johnnie dives into max-funding IUL within MEC limits, positioning it alongside 401(k)s and Roths. They outline turning on a stream of policy loans in retirement and preview why tax-free income can reduce friction with Social Security taxation. Listen to this episode and learn more about how you can Retire at New Heights.
By Johnnie RobertsIn this episode, Johnnie dives into max-funding IUL within MEC limits, positioning it alongside 401(k)s and Roths. They outline turning on a stream of policy loans in retirement and preview why tax-free income can reduce friction with Social Security taxation. Listen to this episode and learn more about how you can Retire at New Heights.