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#TaxFreeRetirement promotes financial strategies that minimize tax liabilities during retirement. It encourages saving and investing in tax-advantaged accounts, sharing tips for maximizing income while enjoying a financially secure retirement.
consultation 🔗 in b!o #iul #retirementplanning #taxfreeretirement #taxfreewealth #beyourownbank #infinitebanking #taxfreeretirementplan #taxstrategy
The definition of insanity is doing the same thing over and over and hoping you’ll get a different result. If you’re putting your money in the bank and you’re thinking that you’re going to be rich that way, you’re sadly mistaken your bank should only be used to pay bills monthly. If you’re looking to gain compound interest, let me help you structure a tailor-made infinite banking policy. Now that’s the way to gain TAX FREE compound interest!                                   #fyp #compoundinterest #taxfree #taxfreeretirement #investingforbeginners #angiedunnn
Make sure you understand the power of a Roth IRA. #roth #rothira #taxesinretirement #taxfreeretirement
Why are these #drones in #newjersey taking over the news cycle? I have a theory. Did anyone see the latest spending bill being debated?! While we're talking about drones (that our own government probably owns) we're not really watching what our politicians are doing with our money.  This spending bill is a giant fraud, siphoning billions of dollars more from the American people into unproductive ventures. We're already trillions of dollars in debt, spending $2 trillion a year more than we bring in tax revenue.  These spending bills will add to the problem and bankrupt the nation. Many experts agree that taxes will have to dramatically increase in the future to cover for all the #money our government is wasting.  Guess what that means for your #retirement future? Likely you'll be retiring into a higher income tax environment. Substantially higher income taxes at that too. David Walker, the former Comptroller, estimates that income taxes must double by 2035 to avoid federal bankruptcy.  So if you want to #protecryourmoney I suggest building #taxfree assets to secure #taxfreeretirement income. There are two places you'll want to save money in that provide tax free #retirementincome A Roth IRA and a #lifeinsurance retirement plan (LIRP). Prepare accordingly because the politicians won't solve any of these problems until their mathematically forced to. If you're concerned about rising income taxes in the future and want to secure a tax free retirement income, comment "money" below and I'll show you how a specially designed #cashvaluelifeinsurance plan can distribute safe, consistent #cashflow completely exempt from income tax! #greenscreen #financialliteracy #smartmoney #safemoney #compoundinterest
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Why are these #drones in #newjersey taking over the news cycle? I have a theory. Did anyone see the latest spending bill being debated?! While we're talking about drones (that our own government probably owns) we're not really watching what our politicians are doing with our money. This spending bill is a giant fraud, siphoning billions of dollars more from the American people into unproductive ventures. We're already trillions of dollars in debt, spending $2 trillion a year more than we bring in tax revenue. These spending bills will add to the problem and bankrupt the nation. Many experts agree that taxes will have to dramatically increase in the future to cover for all the #money our government is wasting. Guess what that means for your #retirement future? Likely you'll be retiring into a higher income tax environment. Substantially higher income taxes at that too. David Walker, the former Comptroller, estimates that income taxes must double by 2035 to avoid federal bankruptcy. So if you want to #protecryourmoney I suggest building #taxfree assets to secure #taxfreeretirement income. There are two places you'll want to save money in that provide tax free #retirementincome A Roth IRA and a #lifeinsurance retirement plan (LIRP). Prepare accordingly because the politicians won't solve any of these problems until their mathematically forced to. If you're concerned about rising income taxes in the future and want to secure a tax free retirement income, comment "money" below and I'll show you how a specially designed #cashvaluelifeinsurance plan can distribute safe, consistent #cashflow completely exempt from income tax! #greenscreen #financialliteracy #smartmoney #safemoney #compoundinterest
Retirement. Tax free retirement. Retirement tips. Tax-free savings. Tax free wealth. Retire tax free. Retirement planning. Retirement tips. How to retire earlier. Retire early. #retirement #retirementplanning #retire #taxfreeretirement #taxfree #taxfreewealth
Replying to @superdupersonic76 What's the real scam? Certainly not #lifeinsurance Using these specially designed #cashvaluelifeinsurance plans is a self defense mechanism against being robbed buy your own government.  Taxes are the real scam. What do you actually get? They take your #money by force and then use your own money to oppress you and keep you poor. Nothing is worse than that!  It's a miracle these life insurance accounts are even allowed! But of course, our overlords use them extensively for building #generationalwealth for their families. Why don't you?  Regular working class and middle class people can use life insurance #retirement plans to build a #taxfreeretirement and leave a legacy for their beneficiaries.  If you want #safemoney protected from excessive taxation, comment "money" below and we'll see if one of these life insurance plans is a good fit!  #financialliteracy #compoundinterest #retirementplanning #wealthymindset #indexeduniversallife
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Replying to @superdupersonic76 What's the real scam? Certainly not #lifeinsurance Using these specially designed #cashvaluelifeinsurance plans is a self defense mechanism against being robbed buy your own government. Taxes are the real scam. What do you actually get? They take your #money by force and then use your own money to oppress you and keep you poor. Nothing is worse than that! It's a miracle these life insurance accounts are even allowed! But of course, our overlords use them extensively for building #generationalwealth for their families. Why don't you? Regular working class and middle class people can use life insurance #retirement plans to build a #taxfreeretirement and leave a legacy for their beneficiaries. If you want #safemoney protected from excessive taxation, comment "money" below and we'll see if one of these life insurance plans is a good fit! #financialliteracy #compoundinterest #retirementplanning #wealthymindset #indexeduniversallife
@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ The big debate in the #lifeinsurance world is IUL vs whole life insurance. If you're in the market for #cashvaluelifeinsurance which one should you get?  It really depends on what the client wants! You'll notice many "finance influencers" are in camps. Always whole life or always IUL. I don't take that approach.  The main difference between the two is that whole life has more guarantees. They have a guaranteed growth rate and a very stable dividend that typically pays out every single year. Many dividend paying companies have paid their dividends out for over 160 years! Pretty comforting.  Now the trade off is that there's less upside potential. The growth on your #money in a whole life policy will be closer to 4% or 5%. The #indexeduniversallife (IUL) has more upside potential because the returns track a market index like the S&P 500.  Your money isn't actually in the index so if there's a recession or bear market, you won't lose any money in the IUL; you just won't make anything. Because of the higher upside, your average yield over the years is closer to 6% or 7% in the IUL.  Personally, I prefer the IUL, but have plenty of clients who love their whole life plan. if you're in the market for cash value life insurance, comment "money" below and I'll point you in the right direction!  #financialliteracy #compoundinterest #taxfreeretirement #wealthymindset #beyourownbank #cashflow
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@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ The big debate in the #lifeinsurance world is IUL vs whole life insurance. If you're in the market for #cashvaluelifeinsurance which one should you get? It really depends on what the client wants! You'll notice many "finance influencers" are in camps. Always whole life or always IUL. I don't take that approach. The main difference between the two is that whole life has more guarantees. They have a guaranteed growth rate and a very stable dividend that typically pays out every single year. Many dividend paying companies have paid their dividends out for over 160 years! Pretty comforting. Now the trade off is that there's less upside potential. The growth on your #money in a whole life policy will be closer to 4% or 5%. The #indexeduniversallife (IUL) has more upside potential because the returns track a market index like the S&P 500. Your money isn't actually in the index so if there's a recession or bear market, you won't lose any money in the IUL; you just won't make anything. Because of the higher upside, your average yield over the years is closer to 6% or 7% in the IUL. Personally, I prefer the IUL, but have plenty of clients who love their whole life plan. if you're in the market for cash value life insurance, comment "money" below and I'll point you in the right direction! #financialliteracy #compoundinterest #taxfreeretirement #wealthymindset #beyourownbank #cashflow
Leas deductions when you’re older. Is not something many people account for when it comes time to retire. #401kpredicament #lifeinsurance #iul #fia #taxfreeretirement #taxdeferred #financialfuture #estateplanning #globalfinancialimpact
All signs point to another interest rate cut this week. The federal reserve has already cut rates twice this year. Yields will continue to drop on cash and #safemoney vehicles. The problem: inflation still hasn't come down enough. Where do you get a better yield without taking market risk with your savings? It's important to have at least some #money outside of risk assets, but how do you keep ahead of persistent inflation? This is especially difficult during a rate cut cycle as yields on money markets and high yield savings accounts drop. There are certain specially designed #cashvaluelifeinsurance plans that still offer very attractive yields with tax advantages. A #lifeinsurance plan is also a safe money vehicle. It's so safe in fact, that the banks consider cash value life insurance as Tier 1 capital. If you want to beat inflation without taking market risk, life insurance could be an excellent alternative for your savings. The yields average out to be about 5% to 7%. On top of that, your cash is accessible #taxfree and your funds aren't taxed as they accumulate. If you're looking for creative ways to beat inflation without exposing your money to more risk, you'll need to think outside the box going into 2025. Comment "money" below if you'd like to see if a high cash value life insurance plan could be a good fit! #financialliteracy #compoundinterest #retirement #generationalwealth #wealthymindset #taxfreeretirement #indexeduniversallife
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All signs point to another interest rate cut this week. The federal reserve has already cut rates twice this year. Yields will continue to drop on cash and #safemoney vehicles. The problem: inflation still hasn't come down enough. Where do you get a better yield without taking market risk with your savings? It's important to have at least some #money outside of risk assets, but how do you keep ahead of persistent inflation? This is especially difficult during a rate cut cycle as yields on money markets and high yield savings accounts drop. There are certain specially designed #cashvaluelifeinsurance plans that still offer very attractive yields with tax advantages. A #lifeinsurance plan is also a safe money vehicle. It's so safe in fact, that the banks consider cash value life insurance as Tier 1 capital. If you want to beat inflation without taking market risk, life insurance could be an excellent alternative for your savings. The yields average out to be about 5% to 7%. On top of that, your cash is accessible #taxfree and your funds aren't taxed as they accumulate. If you're looking for creative ways to beat inflation without exposing your money to more risk, you'll need to think outside the box going into 2025. Comment "money" below if you'd like to see if a high cash value life insurance plan could be a good fit! #financialliteracy #compoundinterest #retirement #generationalwealth #wealthymindset #taxfreeretirement #indexeduniversallife
Replying to @yourtaxfreeguy how should you plan for taxes in #retirement ? Many people will be shocked at how much income tax they'll end up paying. That's because income taxes will likely be much higher in the future.  Why? Because taxes are historically low and our national debt is over $36 trillion. The government will desperately need more revenue and soon. So if you're deferring your taxes in an IRA and #401k You could potentially be building a ticking tax time bomb. Many of my clients prefer to pay their taxes now, while they're relatively low. We do that with Roth accounts and high #cashvaluelifeinsurance A specially designed #lifeinsurance plan allows you grow your #money #taxfree and distribute #taxfreeretirement income later. That will prove invaluable when the government raises taxes across the board to pay for all the underfunded programs.  If you want to build a tax free retirement strategy and want to see how life insurance can help, comment "money" below and I'll show you how it works!  #financialliteracy #compoundinterest #retirementplanning #indexeduniversallife #safemoney
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Replying to @yourtaxfreeguy how should you plan for taxes in #retirement ? Many people will be shocked at how much income tax they'll end up paying. That's because income taxes will likely be much higher in the future. Why? Because taxes are historically low and our national debt is over $36 trillion. The government will desperately need more revenue and soon. So if you're deferring your taxes in an IRA and #401k You could potentially be building a ticking tax time bomb. Many of my clients prefer to pay their taxes now, while they're relatively low. We do that with Roth accounts and high #cashvaluelifeinsurance A specially designed #lifeinsurance plan allows you grow your #money #taxfree and distribute #taxfreeretirement income later. That will prove invaluable when the government raises taxes across the board to pay for all the underfunded programs. If you want to build a tax free retirement strategy and want to see how life insurance can help, comment "money" below and I'll show you how it works! #financialliteracy #compoundinterest #retirementplanning #indexeduniversallife #safemoney
This 66 year old lady inherits $500,000, but doesn't need the #money She's healthy, has no debt, and covers her living expenses from other sources. So this inheritance is just gravy! Also she has 3 kids and wants #generationalwealth This is a great place to be for #retirement So her question is what to do with all this cash if she doesn't need it to live on and wants to pass it along to her kids. Stocks? CDs? Leave it in the bank? As long as she's healthy, she could drop that cash into high #cashvaluelifeinsurance plan. Why? Well firstly that $500,000 would earn #compoundinterest at a better rate than a CD or leaving it in the bank. The average most of my clients get is around 5% to 7%. But most importantly, the funds grow #taxfree and her kids will inherit the money completely income tax free! That's because proceeds from #lifeinsurance aren't taxed when you pass away. So if she wants to leave it to her kids, the $500,000 can grow over the years, potentially doubling, and be inherited tax free! But what if she does end up needing the money? Maybe when she's older she needs #longtermcare in her 80s or 90s. Many high cash value life insurance plans these days have special provisions in the contract to cover long term care costs. So if for whatever reason she needs the money later, she can access it for herself also tax free. The icing on the cake? Since life insurance isn't invested in stocks or bonds, it's a true #safemoney asset. Her money isn't exposed to market risk! So if you have idle cash and don't know what to do with it, comment "money" below! I'll help you find out if life insurance could be a good fit #financialliteracy #wealthymindset #taxfreeretirement #protectyourmoney
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This 66 year old lady inherits $500,000, but doesn't need the #money She's healthy, has no debt, and covers her living expenses from other sources. So this inheritance is just gravy! Also she has 3 kids and wants #generationalwealth This is a great place to be for #retirement So her question is what to do with all this cash if she doesn't need it to live on and wants to pass it along to her kids. Stocks? CDs? Leave it in the bank? As long as she's healthy, she could drop that cash into high #cashvaluelifeinsurance plan. Why? Well firstly that $500,000 would earn #compoundinterest at a better rate than a CD or leaving it in the bank. The average most of my clients get is around 5% to 7%. But most importantly, the funds grow #taxfree and her kids will inherit the money completely income tax free! That's because proceeds from #lifeinsurance aren't taxed when you pass away. So if she wants to leave it to her kids, the $500,000 can grow over the years, potentially doubling, and be inherited tax free! But what if she does end up needing the money? Maybe when she's older she needs #longtermcare in her 80s or 90s. Many high cash value life insurance plans these days have special provisions in the contract to cover long term care costs. So if for whatever reason she needs the money later, she can access it for herself also tax free. The icing on the cake? Since life insurance isn't invested in stocks or bonds, it's a true #safemoney asset. Her money isn't exposed to market risk! So if you have idle cash and don't know what to do with it, comment "money" below! I'll help you find out if life insurance could be a good fit #financialliteracy #wealthymindset #taxfreeretirement #protectyourmoney
Why do you need #cashvaluelifeinsurance plans? To protect your #money from rising income taxes! A max funded #lifeinsurance plan is one of the few assets that allows you to transfer large amounts of money to the future #taxfree So even if taxed are higher in the future, you can access funds from your life insurance complete tax free. This is critically important given the economic conditions of our nation. Taxes will be higher in the future to prevent national bankruptcy. There's no way around the math! If you want to protect your money from rising income taxes, comment "money" below! I'll help you find out if an #indexeduniversallife plan will be a good fit! #financialliteracy #wealthymindset #compoundinterest #taxfreeretirement #generationalwealth #safemoney Want more tax free money in retirement?
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Why do you need #cashvaluelifeinsurance plans? To protect your #money from rising income taxes! A max funded #lifeinsurance plan is one of the few assets that allows you to transfer large amounts of money to the future #taxfree So even if taxed are higher in the future, you can access funds from your life insurance complete tax free. This is critically important given the economic conditions of our nation. Taxes will be higher in the future to prevent national bankruptcy. There's no way around the math! If you want to protect your money from rising income taxes, comment "money" below! I'll help you find out if an #indexeduniversallife plan will be a good fit! #financialliteracy #wealthymindset #compoundinterest #taxfreeretirement #generationalwealth #safemoney Want more tax free money in retirement?
@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ How to prepare for higher taxes in the future? Someone is going to pay! And it's not going to be all the broke people and the billionaires. It will be the middle class. That means is critical to get your #money right in 2025. Two assets you can take advantage of to build #taxfree wealth: #lifeinsurance and Roth IRAs. Both accounts allow to create #taxfreeretirement income. So even the government raises taxes, your wealth is protected. If you're concerned about rising income taxes in the future, comment "money" below and I'll show you how a specially designed #cashvaluelifeinsurance plan can provide completely tax exempt income in retirement! #financialliteracy #compoundinterest #retirementplanning #safemoney
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@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ How to prepare for higher taxes in the future? Someone is going to pay! And it's not going to be all the broke people and the billionaires. It will be the middle class. That means is critical to get your #money right in 2025. Two assets you can take advantage of to build #taxfree wealth: #lifeinsurance and Roth IRAs. Both accounts allow to create #taxfreeretirement income. So even the government raises taxes, your wealth is protected. If you're concerned about rising income taxes in the future, comment "money" below and I'll show you how a specially designed #cashvaluelifeinsurance plan can provide completely tax exempt income in retirement! #financialliteracy #compoundinterest #retirementplanning #safemoney
Navigating Life Insurance (IUL) Policies: Avoiding the internal question of “are iul scams” or “are iul good”.  No the iul is NOT for everyone- yes you can use iul for retirement income, but what it always comes down to is how the iul is explained to you and how you understand how the iul works.  You have many people who will only take the bad iul and use it to push their agenda, & then you’ll have life insurance agents who push the iul and say its the best thing ever. Neither are correct- it always comes back to if the iul is properly structured and its NOT costing you more than it already should be.  #retirement #FinancialLiteracy #iulpolicy #IUL #taxfreeretirement #fyp #viralvideo
2025 is the year to start learning about money, the year to grow your money, and to get out of your comfort zone!!  1. Complimentary 1 to 1 to learn about money 2. Budget Form 3. Roadmap to Retirement 4. Financial Analysis 5. Educational Lives to help you grow! #FinancialServices #FinancialTip #MakingFinancialServicesFun #GrowYourMoney #CompoundInterest #RulesOfMoney #TaxFreeRetirement  #ProtectYourMoney #LuisCharisma
@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ A specially designed #lifeinsurance plan is one dollar doing the work of many dollars. Your #money can protect your family with the death benefit proceeds, provide #taxfreeretirement income, give you support for #longtermcare and create #taxfree #generationalwealth  A #cashvaluelifeinsurance policy is one of the most powerful financial assets you can own. That's not to say it should be your ONLY asset, but certainly one of the things integrated into your #retirementplanning  If you want to see how a high cash accumulating life insurance plan can work for you, comment "money" below!  #financialliteracy #compoundinterest #wealthymindset #safemoney
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@Ron Sneller FSCPÂŽ, RICPÂŽ, RFCÂŽ A specially designed #lifeinsurance plan is one dollar doing the work of many dollars. Your #money can protect your family with the death benefit proceeds, provide #taxfreeretirement income, give you support for #longtermcare and create #taxfree #generationalwealth A #cashvaluelifeinsurance policy is one of the most powerful financial assets you can own. That's not to say it should be your ONLY asset, but certainly one of the things integrated into your #retirementplanning If you want to see how a high cash accumulating life insurance plan can work for you, comment "money" below! #financialliteracy #compoundinterest #wealthymindset #safemoney
Do you want your 2025 to be the same as your 2024? If not, here are some new things you may wanna try in the new year 😉 #FinancialServices #FinancialTip #MakingFinancialServicesFun #GrowYourMoney #CompoundInterest #RulesOfMoney #TaxFreeRetirement  #ProtectYourMoney #LuisCharisma
The industry needs our help!#401kpredicament #indexingstrategy #fia #taxfreeretirement #banking #globalfinancialimpact #financialliteracy #wealthtransfer
It’s a simple thing. More money higher tax bracket more taxes less money. Make it make sense? #401kpredicament #lifeinsurance #iul #fia #taxdeferred #taxfreeretirement
Set up a complimentary 1 to 1 with me on my profile page and learn how to: 1. Learn how to save money 2. Learn to budget 3. Learn to grow money 4. Learn to build wealth 5. Learn how to create a Legacy #FinancialServices #FinancialTip #MakingFinancialServicesFun #GrowYourMoney #CompoundInterest #RulesOfMoney #TaxFreeRetirement  #ProtectYourMoney #LuisCharisma
Let’s start 2025 Financially Strong and get started with great savings habits!#FinancialServices #FinancialTip #MakingFinancialServicesFun #GrowYourMoney #CompoundInterest #RulesOfMoney #TaxFreeRetirement  #ProtectYourMoney #LuisCharisma

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