Why National Debt Could Raise Taxes And How to Prepare (Episode 48)
Автор: Doug Andrew - 3 Dimensional Wealth
Загружено: 2026-01-14
Просмотров: 318
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Discover how rising national debt and trillion-dollar interest payments could fuel higher taxes—and why tax diversification is no longer optional. Doug Andrew and the Laser Financial team break down the top tax-free retirement options (Roth IRA, HSA, and tax-advantaged life insurance) and explain why a properly structured max-funded Indexed Universal Life (IUL) can create tax-free growth and tax-free retirement income through policy loans.
Uncover how IUL indexing can protect you from market downturns while still participating in upside, and why “owning most of the death benefit” can keep long-term policy costs surprisingly lean. You’ll also learn why 79% of Americans can’t define an annuity, how fixed indexed annuities work, when a 1035 exchange may improve features, and how strategic Roth conversions can create a tax-free bucket over time.
If you want tax-free retirement income, safer growth, and smarter planning, this conversation shows where to start.
Timestamps:
00:00:00 — $1 trillion debt interest warning
00:03:04 — Debt math that changes retirement planning
00:05:53 — How to build tax-free retirement income beyond 401(k) traps
00:11:56 — Top tax-free options
00:14:39 — Real IUL case
00:17:44 — Tax-free policy loans
00:22:41 — Is IUL really tax-free?
00:29:26 — What is an annuity?
00:32:34 — Guaranteed income annuity vs growth annuity
00:34:52 — Annuity downsides
00:37:00 — Roth annuity explained and how strategic Roth conversions work
00:39:16 — IUL vs annuity scorecard
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Ready to speak with a Specialist? Book a free Quick Consult here:
https://3dimensionalwealth.com/getsta...
Want to Learn More? Register For An Upcoming Event:
https://3dimensionalwealth.com/events
Claim Your Free Copy of The L.A.S.E.R. Fund Book
Go to: https://www.laserfund.com
Are you an advisor interested in what we teach?
Go to: www.iulinsiderpro.com
----------
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