Episode 026:

How to Create Tax-Free Retirement Income

Do you think taxes may go up between now and when you pass away? If so, then creating tax-free retirement income is essential for making sure you will have the best retirement lifestyle possible. Inflation is constantly eating away at the value of your dollars. Don’t let the IRS do the same. In this episode I show you three sure fire ways to create tax-free retirement income.

Included in this episode:

  • Having completely tax-free income will save the day if taxes go up sharply
  • Three strategies I cover in this episode
    • Tax-free income
    • Guaranteed tax-free income
    • Guaranteed increasing tax-free income
  • There is a way to design life insurance to have low premium and high death benefit
  • Having a properly structured plan will historically preform 6%-7% tax-free growth
  • Cash Value Life Insurance built with minimum death benefit
  • Roth IRA from indexed annuities with guaranteed income riders
  • Roth IRA from inflation adjusted annuity riders
  • You can build an entire financial plan using tax-free or tax advantage tools

Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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