How IUL Beats IRAs & 401(k)s on Tax Free Retirement Income скачать в хорошем качестве

How IUL Beats IRAs & 401(k)s on Tax Free Retirement Income

Do you really have to pay taxes on your IUL? Doug Andrew explains how properly structured, max-funded Indexed Universal Life can grow, be accessed, and transfer tax free under IRS sections 72, 7702 and 101(a). You will see why IRAs, 401(k)s and annuities often fail the liquidity, safety, rate of return and tax tests, and how IUL can outperform them. Watch to learn how high income earners and retirees can reposition taxable money, avoid taxing the harvest, and create more spendable, tax free retirement income. 00:00:00 - Do You Owe Taxes On IUL? 00:01:45 - The 3 Types Of Income 00:03:20 - The Four Pillars Of Smart Investing 00:05:05 - The 16 Asset Classes 00:06:50 - Why Annuities Often Lose To IUL 00:08:35 - Seed vs Harvest 00:11:55 - Why Life Insurance Cash Value Is Tax Free 00:13:30 - TEFRA, DEFRA & TAMRA Explained 00:15:20 - Funding IUL The Smart Way 00:17:10 - Falling Insurance Costs