September 9, 2024 – Are you a high-income earner hoping to eliminate taxes for yourself and your heirs? In today’s episode of Lifetime Planning, Jim Puplava and Crystal Colbert from Financial Sense Wealth Management explore a powerful strategy used by the wealthy to create a tax-free income stream in retirement. By combining a Life Insurance Retirement Plan (LIRP) and a Roth IRA, this approach acts as a personalized pension plan for both you and your loved ones.
We’ll discuss how it works, who benefits most, and why it could be an attractive option for those in higher tax brackets.
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