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Uncle Sam LOVES IRA's and 401K's because they are an incredible savings bond for THEM! In this video I am going to teach you about the Tax Trap that IRA's and 401K's create and how to avoid it. You will also see why it is CRITICAL that you work with a properly trained IUL advisor that has YOUR goals and dreams in the fore-front to assure you are taking advantage of the favorable tax treatment. To your abundance! Doug Andrew Key Moments In This Episode ======================== 0:00 Introduction & Summary 2:10 The Max Funded IUL 3:36 The first story - Two Doctors 6:34 Bad advice = 2.6 Million in taxes 8:24 The family bank 9:25 The second story - couple in Calif. 11:08 $800K of tax free income for the year 13:00 Get your free copy of the LASERFund book! www.LASERFund.com What To Watch Next ======================== How a Max Funded IUL Can Earn Tax Free Returns that are Safer & Higher than Banks Offer https://youtu.be/_YkV1nnYKl8 Did you love this video? Want to learn more wealth and life empowerment lessons from Doug? Here are some next steps! ======================== Ready to speak with a Specialist? Book a free Quick Consult here: https://3dimensionalwealth.com/getstarted Want to Learn More? Register For An Upcoming Event: https://3dimensionalwealth.com/events Claim Your Free Copy of The LASER Fund Book Learn How to Diversify and Create the Foundation for a Tax-Free Retirement https://laserfund.com/youtube Are you a Financial Professional? Register for the upcoming training: http://iulinsiderpro.com/ How to Lead Your Family/Business from “ME” to “WE” https://entitlementabolitionbook.com/ Visit Doug Andrew’s websites: https://3dimensionalwealth.com/ https://dougandrew.com/ DISCLAIMER: With any mention of The LASER Fund, maximum-funded tax-advantaged insurance contracts, or related financial vehicles throughout these videos, let it be noted that life insurance policies are not investments and, accordingly, should not be purchased as an investment. Where appropriate, authentic examples of clients' policies have been incorporated, with names changed or hidden to safeguard privacy. Additionally, past performance of existing client policies do not indicate or predict future returns. You should use caution in applying the material contained in this video to your specific situation and should seek competent advice from a qualified professional. Accordingly, the authors and publisher assume no responsibility for actions taken by readers based upon the information offered therein.
The stock market is fee ridden and extremely volatile. These high fees can erode away up to 1/3 of your retirement income. The stock market most recently has been described as "rigged" as reported by 60 Minutes. However, there is a better way to save and invest money. Call us to find out how, 435-429-1600, or visit http://www.FocusWealthGroup.com
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Whole Life Insurance: What Is It? #shorts #lifeinsurance #insurance #life.
Discover's God's way of communicating the difference between having our name RECORDED in heaven and being REWARDED...