Discover how Indexed Universal Life (IUL) can transform your small business and retirement. Doug Andrew and his team dive into the power of a properly structured IUL, blending liquidity, safety, and tax-free growth with the discipline of a family bank. Learn why a working capital account in an IUL can earn a higher rate of return than a traditional bank.
Uncover the truth about the IRA and 401(k) tax trap and why deferring taxes is really just a form of tax procrastination that can cost you dearly in retirement. Discover how to avoid Required Minimum Distributions (RMDs) and prevent your kids from inheriting a tax nightmare.
This episode reveals:
• The hidden dangers of traditional retirement accounts and how to escape the tax trap.
• Why a family bank is about more than just money—it's a system for passing on Knowledge, Attitude, Skills, and Habits (K-A-S-H) to future generations.
• How a properly funded IUL can provide tax-free income, protect against market volatility, and serve as a powerful financial tool for your business.
Whether you're an entrepreneur, a retiree, or a financial professional, these insights will show you how to build, grow, and protect your wealth for life.
Timestamps:
00:01:20: Discover how an IUL helps your small business grow.
00:03:38: Learn how a working capital account generates tax-free wealth.
00:07:00: Stop lazy, idle money from driving entrepreneurs crazy.
00:11:28: Exposing the IRA and 401k tax trap.
00:13:59: How deferring taxes hands over your future to the government.
00:17:01: Why IRAs make your Social Security and Medicare taxable.
00:22:07: The worst retirement advice is just taking RMDs.
00:26:51: What's a family bank and should you have one?
00:32:00: Learn the three dimensions of authentic wealth.
00:34:40: The difference between financial cash and intellectual KASH.
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Go to: www.iulinsiderpro.com
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