Скачать или смотреть Family Bank, IRA & 401(k) Tax Traps, And IUL for SMBs (Episode 28)

Discover how Indexed Universal Life (IUL) can transform your small business and retirement. Doug Andrew and his team dive into the power of a properly structured IUL, blending liquidity, safety, and tax-free growth with the discipline of a family bank. Learn why a working capital account in an IUL can earn a higher rate of return than a traditional bank.

Uncover the truth about the IRA and 401(k) tax trap and why deferring taxes is really just a form of tax procrastination that can cost you dearly in retirement. Discover how to avoid Required Minimum Distributions (RMDs) and prevent your kids from inheriting a tax nightmare.

This episode reveals:

• The hidden dangers of traditional retirement accounts and how to escape the tax trap.
• Why a family bank is about more than just money—it's a system for passing on Knowledge, Attitude, Skills, and Habits (K-A-S-H) to future generations.
• How a properly funded IUL can provide tax-free income, protect against market volatility, and serve as a powerful financial tool for your business.

Whether you're an entrepreneur, a retiree, or a financial professional, these insights will show you how to build, grow, and protect your wealth for life.

Timestamps:
00:01:20: Discover how an IUL helps your small business grow.
00:03:38: Learn how a working capital account generates tax-free wealth.
00:07:00: Stop lazy, idle money from driving entrepreneurs crazy.
00:11:28: Exposing the IRA and 401k tax trap.
00:13:59: How deferring taxes hands over your future to the government.
00:17:01: Why IRAs make your Social Security and Medicare taxable.
00:22:07: The worst retirement advice is just taking RMDs.
00:26:51: What's a family bank and should you have one?
00:32:00: Learn the three dimensions of authentic wealth.
00:34:40: The difference between financial cash and intellectual KASH.

----------

Ready to speak with a Specialist? Book a free Quick Consult here:
https://3dimensionalwealth.com/start

Want to Learn More? Register For An Upcoming Event:
https://3dimensionalwealth.com/events

Claim Your Free Copy of The L.A.S.E.R. Fund Book
Go to: https://www.laserfund.com

Are you an advisor interested in what we teach?
Go to: www.iulinsiderpro.com