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Understanding Your Choices for Tax Free Savings

Author
Valerie LaRoque
Published
Thu 13 Feb 2025
Episode Link
https://sites.libsyn.com/452085/understanding-your-choices-for-tax-free-savings

Your savings options are limited if you want to access money tax free: there are Roth IRAs and cash value life insurance.

You won’t know which option is best for you without taking a closer look, so in this episode I’ll give you an honest overview and explain why I always prefer Whole Life insurance.

Listen now!

Show highlights include:

  • How Whole Life spares you the headaches of calculating income and worrying about restrictions. (4:51)
  • Why a savings account you can access tax free is essential to future proof your finances. (5:51)
  • Is Uncle Sam a good business partner for you? Knowing this one thing will help you decide. (5:59)
  • The “1-2 Punch” of Whole Life insurance to spare you from market volatility and still gain value. (6:40)

Reach out to me: [email protected] https://www.linkedin.com/in/valerie-laroque-lacp-b569509 Infinite Banking Mastery (infinitebankingnorthwest.com)

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