Episode 76
SERIES: Life Insurance - Not Counted as Income for Social Security Benefits
Retire at New Heights with Johnnie Roberts
December 12, 202512m 52s
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Show Notes
In this episode, Johnnie breaks down how permanent life insurance can act like “equity in your financial house.” He explains how policy loans from properly structured policies can provide tax-free retirement income that doesn’t count as Social Security income, and how concepts like “infinite banking” let you earn interest on money even while you’re using it. He also shows how retirees can redirect unwanted RMDs into life insurance to create more leverage and a legacy.