Tax Us Never Again
Is there a “tax us never again” financial instrument
with this basket of benefits?
Creation of a Private Reserve of Tax Advantaged Funds
Tax Free Growth
Tax Free Distribution
Tax Free Long Term Care
Tax Free Wealth Transfer
- Liquidity – easy access to funds
- Values not counted as assets in the FAFSA student aid college funding formula.
- Utilizes the Growth Power of Equity Indexes
- No Government “Required Minimum Distributions”
- Protection from Creditors in Bankruptcy
This is a benefits profile of Indexed Universal Life insurance.
“The tax exemption for life insurance is the single biggest benefit in the tax code.”
Ed Slott CPA and nationally recognized tax expert.