Skip to main content

Posts

Showing posts with the label lifeinsurance

Deciphering the Essence of Life Insurance Retirement Plans (LIRP)

Welcome back to The Double Play Channel where I show you how you can put your money to work in two places at one time by leveraging the cash value of a maximum over-funded life insurance policy to invest in real estate. If you are researching Life Insurance and Real Estate Investing, you've come to the right place, so be sure to hit the like and subscribe buttons right now because you won't want to miss any of this valuable content. In this video, I am talking about life insurance retirement plans or LIRPs. life insurance retirement plans are totally underrated compared to other forms of retirement investing. However, it is important to understand that a life insurance retirement plan can generate two to three times the incomefrom the same amount of savings.That means dollar for dollar you can get more future retirement income from money going into a LIRP then from money going into traditional retirement assets. That's a BOLD statement. Watch the video to see me

How to Utilize TurboTax (2020) in Executing Efficient Roth Conversions

Don't forget to use my link below if you're going to file with TurboTax. ================================ Get the PDF version of my Tax Bomb book for free follow this link. My course "Can I Retire" contains 43 videos and over 7 hours of teaching. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Get your own Trusty Calculator: Want to support what I'm doing for $10 a month? Join my SubscribeStar page. My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order State by State Tax Guide For Retirees: GET ALL MY LATEST BLOGPOSTS: M1Finance affiliate: My TurboTax affiliate:

Primary Retirement Planning Tool of Choice: 85% of Fortune 500 CEOs Utilize This 😏 #retirementplanning

85% of Fortune 500 CEOs use life insurance as their primary vehicle for their retirement planning 🤔 Here are 5️⃣ easy-to-understand reasons that you should consider doing this same: ✅ No Penalties for taking money out prior to 59–1/2 (complete accessibility) Unlike traditional retirement accounts (401k’s, IRA’s, pensions, etc) there are no 10% penalties for taking money out of #lifeinsurance contracts prior to the recognized retirement age of 59–1/2, like most other retirement plans. ✅ No 1099s (tax-deferred growth) Money inside of these contracts is allowed to accumulate tax-deferred, just like most retirement plans. This allows you to accumulate wealth without having to pay unnecessary taxes year after year. ✅ Distributions are not considered reportable income (no income = no taxes!) Taking money out of these contracts in the right way allows you to fly completely under the IRS’ radar, meaning none of the money you pull out will be subject to income tax (because it’s

What Does My Full Retirement Age Entail?

Full retirement age, also called normal retirement age, was 65 for many years. In 1983, Congress passed a law to gradually raise the age because people are living longer and are generally healthier in older age. These changes have led to many people being confused about what their full retirement age is to receive 100% of their social security benefits In this Retirement Tuesday Tip video we will help you know what your Full Retirement Social Security Benefit age is based on the year you were born. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes?

Unlimited Possibilities Await You

Stress and anxiety are common experiences for many people. In fact, millions of adults in the United States say they feel stress or anxiety daily. Many people deal with stress every day. Work, family issues, health concerns, and financial obligations are parts of everyday life that commonly contribute to heightened stress levels. Part 2 of this Retirement Concept video series will give you insight on how to either live rich or live free to enhance your personal lifestyle. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes? Click to download our Fre

How the Retirement was Rescued by an Annuity

Yes...it's true. ================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: H

Ways to Boost Your Earnings

Many people would like to know how to increase their income to fight inflation, reach their money goals quicker, or just get some more room in the budget each month. Increasing your income can offer several benefits, including: Reducing stress, pressure you may feel regarding your ability to manage your money, stabilizing your income, make it easier to pay off debt, and save money for future purchases or establish a retirement account . This Retirement Concept video will give you five ways you can increase your income to give you more stability and peace of mind in retirement . 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirem

Alternative Options for Qualified Retirement Plans

Qualified retirement plans can not be accessed without penalties before the age of 59 1/2. We have a retirement plan that can. Call Paradigm Life Insurance Today 1.800.870.8670... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Qualified Retirement Plan Alternatives retirement planning is an essential part of ensuring financial security in the later years of life. Traditionally, qualified retirement plans such as 401(k)s and individual retirement accounts (IRAs) have been the go-to options for many individuals. However, it is important to explore alternative retirement plans to diversify one's savings and maximize returns. Here are some qualified retirement plan alternatives worth considering: 1. Health Savings Accounts (HSAs) HSAs are primarily used for medical expenses, but they can also serve as an alter

Karen Begins Collecting Social Security Benefits at Age 62 while Engaging in $50k Yearly Roth Conversions

Let's see what happens when Karen takes Social Securithy at 62 AND starts converting her IRA to Roths too shall we? No surprise at what we're going to find. ================================ Get the PDF version of my Tax Bomb book for free follow this link. Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The

Want to Minimize Taxes and Boost Retirement Savings by Taking Social Security Benefits Early? You Could Have an Additional $500k!

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account

Preparing for Retirement: A guide for the Pre-Licensing Life and Health Insurance Exam

Retirement benefits will be provided in accordance with the terms of the voluntary tax-deferred annuity retirement plan documents, as appropriate, and the terms of those plans will control. Subscribe to our Channel: ⬇⬇⬇ KEEP IN TOUCH ⬇⬇⬇ Contact us : mike@insuranceagents.academy #healthinsurance #insuranceacademy #insuranceagentsacademy... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Retirement Plans: A Secure Future Retirement is a significant phase of life that everyone looks forward to. It is the time when individuals can finally reap the rewards of their hard work and enjoy the freedom they have long yearned for. However, retirement can also be a source of worry and uncertainty, especially for those who have not adequately prepared for it. This is where retirement plans come into play, offering individu

Roth Conversion in 2022: Determining the Ideal Choice between Roth IRA and Traditional IRA

#RothIRA #taxfree #retirement Are you considering doing a Roth conversion this year? Watch this video and make a more intelligent decision on how your financial future is TAXED! Do you want to pay tax on the seed or the harvest? ⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know? There are so many myths and misconceptions around the subject and our goal is to provide you with the FACTS and teach you why it's more important to learn "how to invest" versus "what to invest in." If I were to send you out to play in a pro golf tournament tomorrow... would you want your favorite golfers clubs or their swing? You see most people out there are selling "clubs" or an investment product without fully educating you on the "swing" of how money works. If you know anything about golf, the SWING is what makes the golfer. If you believe like most financially educated pe

The Repeal of Social Security WEP & GPO Approaches!

================================ Sign up for email list here. Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account