Tag Archives: Tax-Free Retirement
Case Study: Succession Planning using Infinite Banking & Tax-Free Retirement Income, available in an Expertly Structured IUL.
The Situation: James Johnson was a solopreneur trucker. He owned an 18-wheeler making cross-country deliveries and earning approximately $30,000/month. He was 50 years old and in good health. He had $150,000 in a savings account earning .05% a year. The … Continue reading
Take Control of Your Future
Don’t put your faith in pension plans that may or MAY NOT be there when you need it. There are multiple issues that could go wrong with your pension plan if you even have one. You need to take control. … Continue reading
Two Sides of the Same Coin
Two sides of the same coin. If you create an infinite bank (infinite banking), you are also creating a tax-free retirement account. If you are creating a tax-free retirement account, you are also creating an infinite bank. Infinite Bank (Infinite … Continue reading