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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 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.