How to Leverage Guaranteed Interest to Pay For Your Tax-free Retirement

(don’t forget to checkout the video too)

Everybody wants to achieve a tax-free retirement if possible.

But, it often comes with a bit of a hefty price-tag if you do it in a short period of time.

That’s because repositioning your assets into tax-free environments requires you to pay the taxes NOW rather than later. 😫

And a lot of times it makes sense, but coming up with the money to pay for it is sometimes an obstacle for people.🫤

That’s why I like to leverage the fixed, guaranteed interest rates available on the market….

….this means you can let an insurance company pay for your Roth conversion.

How this works is:

✅1) You calculate the time period it is estimated to take to convert all of your taxable money over to a tax-free vehicle like a Roth IRA prior to retirement.

✅2) You then look at which insurance companies are offering the highest interest-only payments.

✅ 3) You then figure out your annual tax bill for converting money over to the Roth IRA account.

Now, it’s just simple arithmetic.

We take the tax bill that’s going to be due each year, divide it by the highest interest rate we are able to find on the market…

And Voilà 🪄

You can now move money from your taxable account, over to your tax-free account prior to turning on your retirement income.

And the interest generated will pay 100% of the tax bill each year until all of your money is converted.

This is ALWAYS an option, but right now, with interest rates so high, it’s a great strategy to implement.

Let’s chat 💬😎