Tax Free Income & Curious Investor Behavior

Our 2 Cents – Episode #038

Tax Free Income & Curious Investor Behavior

Everyone loves the idea of tax-free income… what could be better? However, it seems that most people still don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth.

More importantly, why do people who say they want tax-free income, avoid taking action to achieve it? We look to investigate these curiosities and discuss the best strategies to get your money out of the tax system.

Here’s what was covered in this episode:

  • Why is tax-free income so powerful?
  • How high will the tax-rates potentially be in the future?
  • Discussing the difference between a Traditional vs. a Roth IRA, and when the Traditional IRA still makes more sense
  • Why people (unintentionally) avoid doing Roth Conversions
  • Investors who say they want one thing, but do something else
  • Can Indexed Universal Life Insurance (IUL) be used for tax-free income?

Tune in now to join us for this discussion!

Request Your Free Consultation Today
(847) 499.3330