How Roth IRAs AND Life Insurance Can Protect You and Your Heirs From a DOUBLING of Tax Rates

preview_player
Показать описание
Today, I discuss the doomed financial trajectory of our country. We discuss why it is happening, who is at fault for our debt, and the rising tax rates. Additionally, we discuss taxes, debt, insurance, and much more! Watch for further insight into the financial trajectory of our country so you can be better prepared for your future.

0:00 Intro
0:50 Who is at Fault for Our Debt?
3:32 Rising Tax Rates
6:11 Inflation
7:45 Our Debt History
10:30 Politics, Politicians, and Our Debt
14:02 The Power of Zero
16:48 Taking Advantage of the Zero Percent Tax Rate
19:42 Roth Conversion Mistake
21:03 Legacy Planning
26:20 Cash Value Life Insurance
28:29 Buying The Power of Zero
28:50 Conclusion

🔹 Connect With Us 🔹

#taxfreeretirement
Рекомендации по теме
Комментарии
Автор

Great discussion, thanks for looking into the future about tax rates!

dennyinthesouth
Автор

I see my mom, going to be 70, and she not in a good spot. I worry so much about her. Being an insurance broker, I learned a lot with this video Thank you.

feliciacampos
Автор

I'm a new subscriber and have been enjoying your content David. I'm 46 still working single and I want to roth convert the Eligible Portion portion of my 401 k aka company match that totals 120K. (380k is locked till i leave my job). I'm squarely in the twelve percent tax bracket and almost likely stay there until I retire at 60. My question is, should I convert to the top of the 12 taking 10 years or to shorten that time frame by converting into the twenty two and twenty four percent brackets? Thanks, Rick

rickmaltbey
Автор

There's more Americans who don't have that much saved because either they didn't have the knowledge nor the opportunity to. They depend on social security and Medicare. The real question is what should they do because they are the majority. Especially retiring boomers.

jolietia
Автор

As a single taxpayer I struggle to be bothered by widows paying single tax rates.

headlibrarian