09: Tax Advantages of IBC скачать в хорошем качестве

09: Tax Advantages of IBC

Most people know that life insurance has a tax-free death benefit, but that's just the tip of the iceberg regarding tax advantages. In this episode, I break down the three powerful tax advantages of whole life insurance and explain how the Infinite Banking Concept leverages these benefits to create tax-efficient financial strategies. I'll teach you about tax-deferred growth, tax-free access via policy loans, and strategies that can dramatically improve your financial picture - all within the framework of whole life insurance and IBC. LINKS: 1. Apple, Spotify, and more: https://www.stackedlife.com/podcast 2. Free mini-course: Adding Financial Certainty to Supercharge Growth: https://www.stackedlife.com/supercharge 3. Get my free newsletter: https://newsletter.stackedlife.com 4. Work with me: Schedule a consultation: https://www.stackedlife.com/consultation 00:00 The death benefit just scratches the surface 01:17 Whole life is a cash equivalent 01:38 Tax problems with other assets 04:29 Whole life is taxed kind of like a ROTH 06:44 Policy loans vs. "withdrawals" 10:00 Unique tax strategies 18:29 Common misconceptions about how whole life is taxed 20:43 Get my newsletter at Newsletter.StackedLife.com