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Скачать или смотреть 401(k) Tax Math: How High Earners Use the Match-and-Move Strategy

  • Tax Free Wealth Blueprint
  • 2025-11-15
  • 53
401(k) Tax Math: How High Earners Use the Match-and-Move Strategy
Tax-Free Wealth BlueprintRobert BalgacIULIndexed Universal Life401k alternative401k truthsmall business retiremententrepreneur financeIRS code 77027702Atax-free retirementbusiness owner tax strategybeat the IRSIUL vs 401kcash value life insurance0% floorpolicy loan strategyretirement without 401kfiduciary wealth advice
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Описание к видео 401(k) Tax Math: How High Earners Use the Match-and-Move Strategy

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Start with the full Tax-Free Wealth Blueprint playlist to see how this strategy
actually works step by step:
👉    • The Tax-Free Wealth Blueprint (Start Here)  

Most people do everything “right” with their money… until they discover the one truth no employer, no CPA, and no HR department ever tells them about their 401(k).

Jessica did everything right — top of her class, Fortune 500 job, automatic 10% contribution, and the pride of being the first in her family to build real financial security. But what she didn’t know is that the 401(k) was never designed to make her free. It was designed to defer her… and to benefit the IRS.

If you’ve ever wondered why your retirement depends on future tax rates, Wall Street volatility, and rules you can’t control — this video is your wake-up call. And the solution Jessica found at age 22 could save you decades of stress and years of working longer than you need to.

In this video, you’ll discover:
✅ The real history of the 401(k) (and who it was truly built for)
✅ How the IRS becomes your “silent business partner”
✅ The Match & Move Rule — take the match, then move the rest
✅ How §7702 IULs use tax-free compounding + 0% floor protection
✅ A real case study: $500/mo → $96,000/yr tax-free income
✅ Why early action buys you five extra years of freedom

If you’re ready to see your 401(k) vs your Match & Move numbers side-by-side…it’s time to build your own Tax-Free Wealth Blueprint.

0:00 – The hidden 401(k) trap smart people still fall for.
0:42 – The one line that changes how you see retirement forever.
1:28 – Jessica’s story (and why it mirrors your future if nothing changes).
2:15 – The real origin of the 401(k) — and who it was actually designed for.
3:02 – The 4 silent 401(k) penalties no one in HR, Wall Street, or your CPA tells you.
4:18 – The “Match & Move Rule” that instantly puts you back in control.
5:06 – The $500/month pivot that buys you five extra years of freedom.
6:10 – How high earners use §7702 + the 0% floor to beat future taxes.
7:12 – The Freedom Dividend: when your money starts paying you back in time.
8:25 – Your fork in the road: defer taxes… or design your own freedom.
9:05 – Your personalized 401(k) vs tax-free blueprint comparison.
9:40 – Mic drop: the one line every high-income earner must remember.


📦 Book Free Strategy Session:
https://tax-free-wealth-blueprint.com

🤖 Try IUL Custom GPT:
https://chatgpt.com/g/g-6826316c1b648...


#TaxFreeWealth #RobertBalgac #IUL #EntrepreneurFinance #401kAlternative #TaxFreeRetirement #IndexedUniversalLife #SmallBusinessWealth #IRS #RetirementStrategy #401kTruth #WealthBlueprint #FinancialFreedom #TaxStrategy #FinancialEducation

Disclaimer: This video is for educational purposes only and not financial, tax, or legal advice. IULs are life insurance products — not investments. Results vary by person, product, and carrier. Always consult with a licensed advisor and tax professional before making decisions. Hypotheticals are not guarantees of future performance.

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