How IUL Beats IRAs & 401(k)s on Tax Free Retirement Income
Автор: Doug Andrew - 3 Dimensional Wealth
Загружено: 2025-12-22
Просмотров: 473
Do you really have to pay taxes on your IUL?
Doug Andrew explains how properly structured, max-funded Indexed Universal Life can grow, be accessed, and transfer tax free under IRS sections 72, 7702 and 101(a). You will see why IRAs, 401(k)s and annuities often fail the liquidity, safety, rate of return and tax tests, and how IUL can outperform them.
Watch to learn how high income earners and retirees can reposition taxable money, avoid taxing the harvest, and create more spendable, tax free retirement income.
00:00:00 - Do You Owe Taxes On IUL?
00:01:45 - The 3 Types Of Income
00:03:20 - The Four Pillars Of Smart Investing
00:05:05 - The 16 Asset Classes
00:06:50 - Why Annuities Often Lose To IUL
00:08:35 - Seed vs Harvest
00:11:55 - Why Life Insurance Cash Value Is Tax Free
00:13:30 - TEFRA, DEFRA & TAMRA Explained
00:15:20 - Funding IUL The Smart Way
00:17:10 - Falling Insurance Costs
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