Tax-Free Retirement Planning: IUL vs Whole Life Breakdown (Episode 54) скачать в хорошем качестве

Tax-Free Retirement Planning: IUL vs Whole Life Breakdown (Episode 54)

Ready to speak with a Specialist? Book a free Quick Consult here: https://3dimensionalwealth.com/getsta... Want to Learn More? Register For An Upcoming Event: https://3dimensionalwealth.com/events Claim Your Free Copy of The L.A.S.E.R. Fund Book Go to: https://www.laserfund.com Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com ---------- Discover the real cost difference between Whole Life and Indexed Universal Life (IUL) and why “dividends” don’t equal net returns. Uncover how rules shape death benefit requirements, how can surprise taxation be triggered, and why Internal Rate of Return (IRR) reveals what your illustration isn’t telling you. This episode reveals: Whole Life vs IUL costs, IRR, and why “guarantees” can be expensive TEFRA, TAMRA, and MEC rules that control max funding and taxes The worst tax traps: jock tax, high-tax states, and the 401(k) tax bomb Whether you want tax-free retirement income, better liquidity, or fewer tax surprises, these strategies show a smarter path. Timestamps: 00:00:10 — Introduction 00:01:20 — 2024 life insurance sales trends 00:04:06 — Rules that change funding strategy 00:06:33 — Apples-to-apples IRR comparison test 00:09:50 — Whole life illustration 00:14:31 — IUL illustration 00:23:08 — Why insurance can get cheaper 00:29:34 — Funding flexibility 00:32:49 — Worst tax traps 00:41:56 — The 401(k) tax bomb ---------- Ready to speak with a Specialist? Book a free Quick Consult here: https://3dimensionalwealth.com/getsta... Want to Learn More? Register For An Upcoming Event: https://3dimensionalwealth.com/events Claim Your Free Copy of The L.A.S.E.R. Fund Book Go to: https://www.laserfund.com Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com ----------