Tax-Free Retirement Accounts

Maximize Your Lump Sum

Max funded iul is the dream solution to a myriad of financial goals yeah a lot of our clients use it for retirement planning and death benefit and they become self-insured within 10 or 12 years many times where their cash value equals or exceeds the death benefit but it knocks the socks off of […]

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Boomers Own Half of U.S. Wealth. So Why Are We Seeing More Homeless Boomers? | WSJ

– [Narrator] This chart shows median net worth by generation in the US and it's what many people think of when they refer to boomers as the wealthiest generation, but that's only part of the story. As a whole, they hold about half of US wealth, much of it in real estate, but that's mostly

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Achieve Financial Independence Faster And Smarter

Achieve Financial Independence faster and smarter uh they came out with indexing in 1997 so that you could keep earning a high interest rate even in a low interest environment by linking your returns to an index but that does not mean you're investing in the index funds in the stock market uh there's a

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Maximizing Benefits with IUL

structure index universal life I correctly and fund it properly if you do that and you are meeting with an adviser who understands how to do this correctly your money will accumulate taxfree under section 72e of the Internal Revenue code you can access the money totally income taxfree under Section 7702 and when you

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The LASER Fund Strategy

Max Ben at iul is the dream solution for a myriad of financial goals but let's talk about uh estate planning so many times when I meet people and they're worried about estate planning they want to uh maximize what they leave behind to their heirs the best way to do that in a family

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The Invisible Crisis Threatening America’s Food Superpower Status | WSJ

– [Narrator] Unchecked Groundwater use is draining aquifers across the country, threatening drinking water and the nation status as a food superpower. – Corn is the highest water using crop there is out here. I don't think the farm could sustain it. – [Narrator] A wealth of underground water helped transform the dusty Sandhills of

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How to Emulate the Experts

do you know in 2008 When U 400 Banks went under 900 more were on the watch list on the brink of going under and that's when the federal government asked the five major banks in in America to disclose where they have their tier one assets for liquidity and safety guess where they had

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Policies for Maximum Benefit

structure iul correctly and fund it properly I would recommend first of all to stop funding policies whether it's on yourself or if you're an adviser stop funding an insurance contract and I policy based on only paying the Target Premium I can't believe how many agents do that how many clients just pay the

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Why India’s $3.7B ‘Hindu Vatican’ Megaproject Is So Controversial | WSJ Breaking Ground

– [Reporter] India is at a political crossroads, and this growing city of 2.5 million is central to it. The government is pouring billions into a multi-phase project that will make Ayodhya a major hub for religious tourism. There's a new international airport, an upgraded rail system to carry 500% more passengers, and new roads,

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Revolutionize College Funding

are you optimizing all of your assets while minimizing taxes when I would meet with clients in the 50 years that I've been a financial strategist and a retirement planning specialist we would go through and analyze seven asset categories they're shown here on the screen let's just look at College funding for example so

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