Curtis Ray's Podcast

[Week 10] Ask Me Anything: Does MPI® Provide Tax-Free Retirement Income?


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Yes, MPI® provides tax-free retirement income! MPI® is based on a different section of tax-code: §7702(a) or the life insurance tax code. Most of us are familiar with the tax code 401(k) where you can defer taxes on retirement savings to a future date. Although §401(k) and the IRA offer immediate tax advantages, my research analyzing benefits of a plan indicates that MPI® provides even better tax advantages for retirement income, long-term wealth accumulation and legacy planning. Because MPI®...
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Curtis Ray's PodcastBy Curtis Ray

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