I Just Inherited $1 MILLION! How Can I Turn it Into a TAX-FREE Asset?

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I'm going to teach you how to transform a 1 million dollar inheritance into a tax-free asset. Although many inheritances are naturally tax-free, that asset will become a tax burden as it grows in value during your lifetime.

The solution calls for 5 different strategies:
-Pay for the taxes on your Roth conversion
-Max out your Roth 401(k) for you and your spouse
-Fully fund your Roth IRA's
-If already retired, pay for your lifestyle in order to lower the tax rate on your Roth Conversion
-Contribute money to a life insurance retirement plan.

Watch me go into depth on each of these strategies in this video.

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To get my free tax-free tool kit go to taxfreetoolkit.com

DavidMcKnight
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Great presentation I just did that with two clients this week using a single pay WL policy

StrategicWealthStrategies
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Hi David, thanks for sharing. I presume these suggestions work if the inheritance is received in a taxable account such as a checking or savings only? If so, how would you apply this principal to a tax deferred account such as an IRA?

lilbadjake