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.
Today’s Topics
- 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?
