Ben Schrock and Keith Lockwood from B.A. Schrock Financial Group talk about how life insurance can be a tax-free income source in retirement when properly structured.
In this episode, Ben and Keith discuss:
- Why you might want to use life insurance rather than a ROTH IRA as a potential tax-free income source in retirement.
- How Keith Lockwood used properly structured life insurance to create a tax-free income stream for a client.
- And more…
