187 \\ Wealthy Roth IRA Strategy: Tax-Free Retirement with Indexed Universal Life
- Author
- Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
- Published
- Wed 19 Feb 2025
- Episode Link
- https://smallbusinessfinance.podbean.com/e/187-the-secret-roth-ira-for-the-wealthy-why-the-irs-doesn-t-want-you-to-know-this/
If you’ve ever been told you make too much to contribute to a Roth IRA, this episode is for you. Tiffany explains a powerful advanced strategy known as the “Wealthy Roth IRA,” using indexed universal life insurance to create a tax-free income stream in retirement. You’ll learn how high-income earners and business owners can work around Roth IRA income limits, reduce taxes in retirement, and protect their wealth. Tiffany breaks down the benefits of indexed universal life, how it ties to market indices with downside protection, and what risks to watch for when setting up this policy. This is a must-listen for anyone serious about small business finance, tax strategies, and planning ahead for financial security in retirement. 🚀💰
Next Steps:
💰Pay Less in Taxes – Start Here! 💰
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