De-Tax Your Traditional IRA | Non-Roth Alternative

#ira #retirementplanning #taxfreewealth #wholelife #annuity

00:00-01:41 Intro
01:42-11:45 Whiteboard/Concept
11:46-16:29 SPIA
16:30-20:04 Whole Life
20:05-22:46 Getting started

In today’s video we discuss how we can better position our qualified funds from a taxable traditional IRA to a non taxable account. How can we best position our selves without getting caught paying unnecessary tax for ourselves as well as our beneficiaries? We dive into a strategy that incorporates two products from Mass Mutual to convert our funds directly all the while building our own tax free wealth. Take your retirement planning to the next level and minimize your future tax while keeping your families inheritance intact!

==================================================================================================================================
If you’d like to explore your options with the Foundational Asset or any other type of Life Insurance, click our webpage below to schedule a free online consultation

Visit our webpage at:

https://www.coveredandcompounding.com

“Utilize life insurance as the foundational asset to build our portfolio and financial nest egg” - Joseph Gutierrez, Covered and Compounding

==================================================================================================================================
________________________
Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need advice, consult a licensed or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guest can be held responsible for any direct or incidental loss incurred by applying any of the information offered

Видео De-Tax Your Traditional IRA | Non-Roth Alternative канала Covered and Compounding