Saturday, July 26, 2025

The Tax-Free Retirement Income Strategy Most Advisors Miss

Dear Friend,

Did you know that certain types of life insurance can create steady streams of income that are completely tax-free?

Well, it’s true.

While traditional retirement accounts force you to pay ordinary income taxes on every withdrawal, these specialized policies offer a remarkable alternative.

Here’s an example:  A 52-year-old investor depositing $60,000 for just 7 years in one of these type of accounts could take out $10,000 per month tax-free for 20 years.

That’s $2.4 million in tax-free cash during retirement.

The money grows tax-deferred at 5-7% annually with no market risk.

Yet many financial advisors never mention this strategy to their clients.

 
 

Best Regards, 

David Phillips
Founder, Generational Wealth Strategies
 
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