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cover of episode 187 \\ The Secret 'Roth IRA' for the Wealthy: Why the IRS Doesn’t Want You to Know This

187 \\ The Secret 'Roth IRA' for the Wealthy: Why the IRS Doesn’t Want You to Know This

2025/2/19
logo of podcast SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Shownotes Transcript

Think you make too much money to have tax-free income in retirement? Think again! In this episode, we uncover a powerful strategy that high-income earners can use to build a steady, tax-free income stream—without a Roth IRA.

You’ll learn: ✅ Why taxes in retirement could be higher than you expect ✅ How the wealthy use a special kind of life insurance to create tax-free income ✅ The pros, cons, and risks of this advanced strategy ✅ What to ask your financial advisor before setting it up

This is NOT your typical retirement plan, and it’s not for everyone. But if you want to protect your wealth and keep more of your hard-earned money, this episode is a must-listen.

Hit play now and take control of your financial future! 🚀💰

 

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes )💰

☎️ Are you overpaying in taxes every year?  Schedule a FREE discovery call) to find out!

📧 Contact Me --> [email protected] 

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