Maximize Your Wealth with Tax-Free Income Strategies from Insurance Lab
In this low-interest environment, wouldn’t you like to earn competitive returns on your savings while paying little to no taxes? Our team can explore various strategies to help you generate tax-free income streams to supplement your retirement or invest for future goals.
Some options we provide include:
- Municipal Bonds: Earn interest exempt from federal taxes by investing in bonds issued by state and local governments meeting your risk profile.
- Cash Value Life Insurance: Life policies like IUL allow tax-free withdrawals of interest and some gains. Use for irregular expenses in retirement.
- Roth Conversions: Strategically converting traditional IRAs to Roths spreads out tax bills and creates an account earning tax-free in retirement.
- Real Estate: Rental properties can offer tax deductions, depreciation, and tax-free cash flow when structured correctly.
During a complimentary review, we’ll analyze your situation and make recommendations tailored to your needs. Whether your goal is supplementing income or college savings, allow our team to maximize your wealth with tax-advantaged strategies.