On this page you will find general information on tax free retirement plans.
For tax free retirement income specific to your finances, give us a call.
The IUL (index universal life) is growing in popularity at an amazing rate. Once a wealth accumulation and transfer tool of the wealthy, now middle America is quickly realizing that paying taxes on all of their retirement income is going to dramatically affect their lifestyle.
The IUL gives you more control over how much you pay in taxes during retirement.
It also allows you access to your money before 59&1/2, without any penalties, which gives you the opportunity to self bank and pay yourself interest on loans instead of the bank.
Ed Slot, CPA, Tax Advisor Explains it Well
Three Minute Video