TAX-FREE Millionaire: TRIPLE ZERO™ Retirement Plans

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Busy Tax Consultant - The Best Books Reviews!

Busy professional

25 episodes

5 days ago

Join AIra and AIlex as they explore must-read books for busy tax consultants! Each episode delivers key insights from top tax strategy and compliance books—covering regulations, planning, ethics, and industry trends. Stay informed, efficient, and tax-season ready—without the extra reading time.

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TAX-FREE Millionaire: TRIPLE ZERO™ Retirement Plans

Busy Tax Consultant - The Best Books Reviews!

27 minutes 18 seconds

4 months ago

TAX-FREE Millionaire: TRIPLE ZERO™ Retirement Plans

This source, "TAX-FREE Millionaire: How TRIPLE ZERO™ Plans Can Transform Your Future Retirement," by Mark J. Orr, introduces a retirement income strategy centered around specially designed, maximum-funded Indexed Universal Life (IUL) insurance policies, referred to as TRIPLE ZERO™ plans. These plans aim to provide tax-free retirement income, avoid stock market risk with a 0% floor and potential market-linked gains, and offer flexibility with no IRS contribution or income limits. The book explains how these policies work, contrasting them with traditional retirement accounts like Roth IRAs and 401(k)s, and presents client examples and strategies like "Catapult" premium financing and the "Private Reserve" for leveraging policy loans for additional investments, all while highlighting the tax advantages and potential for tax-free access to cash value.

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