Convert Your 401k to IUL and Save on Taxes
Learn how to transform your retirement savings with strategic IUL rollouts! In this video, financial strategist Doug Andrew explains the benefits of using Indexed Universal Life insurance to minimize taxes and maximize retirement income. Discover the drawbacks of traditional rollovers and how a strategic rollout can help you achieve tax-free growth. Don't miss out on this essential retirement planning advice!
00:00:00 Introduction
00:01:16 Benefits of Strategic Rollouts
00:02:17 Tax-Efficient Strategies
00:05:31 Advantages of IUL Over Other Investments
00:10:22 Step-by-Step Guide to Strategic Rollouts
00:13:19 Case Study: Tax Savings
00:17:13 Real Estate and IUL Funding
00:20:11 High Tax Bracket to 0% Tax Bracket
00:23:09 Want to learn more? Then get a free copy of my books!
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Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com
What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
• How a Max Funded IUL C...
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Пікірлер: 4
Which company can I get a great annuity
I`m 59 with a 401k. I thought I read that at 59 in a half you could roll it over tax free? What could I do at 59?
I applaud Doug Andrews, we speaks the same language as I do. His Laser Fund or W.H. STEINER #702splan, both are stategies that help build wealth with no down side of the market and allowing you to take loans (tax-free income). Distribution of your wealth for a lifetime is not possible with the old retirement plans. The key is a properly structured Indexed Universal Life contract. Hands down!
Scaring tactics to middle income folks saying tax will increase!! and lure them to buy costly insurance products?. Tax wont increase much if taken out properly from 401k, Roth and brokerage accounts.