Episode 74
SERIES: Life Insurance - Tax Free Income in Retirement
Retire at New Heights with Johnnie Roberts
November 28, 202511m 18s
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Show Notes
In this episode, Johnnie dives into max-funding IUL within MEC limits, positioning it alongside 401(k)s and Roths. They outline turning on a stream of policy loans in retirement and preview why tax-free income can reduce friction with Social Security taxation. Listen to this episode and learn more about how you can Retire at New Heights.