How to Retire Tax-Free Using Annuities (7 Strategies Explained)
Retire For Less With The Annuity Expert di Shawn Plummer
Note sull'episodio
Taxes can be one of the biggest drains on your retirement savings, but with the right financial strategies, you can drastically reduce—or completely eliminate—your tax bill.
In this video, Shawn Plummer from The Annuity Expert shares 7 high-level strategies to help you retire tax-free (or at least severely reduce your tax liability) using annuities and life insurance. Shawn breaks down how to maximize a Roth IRA Annuity, how to soften the blow of a Roth conversion using a massive Premium Bonus Annuity, and how to use a QLAC to defer your RMDs all the way to age 85.
You will also learn a brilliant "SPIA + Term Life" strategy for early retirees to skirt the IRS 10% early withdrawal penalty, and how to use a 1035 Exchange to turn taxable gains into tax-free Long-Term Care benefits!
📊 Calculate your guaranteed lifetime income in re ...