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Five Types of Tax-Free Income for Retirement

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Matt discusses the growing US national debt, which is approaching $34 trillion. The government has two options to address this: reduce spending or increase taxes.

Given the size of the deficit, spending cuts seem unlikely to fully address the issue. Thus, we expect tax increases in the future.

Retirement accounts currently represent the largest pool of untaxed dollars. As such, they may be targeted for future tax increases.

There are several options for taxadvantaged retirement income, including: Roth IRAs/401ks, municipal bonds, life insurance, reverse mortgages, longterm capital gains/dividends, and Health Savings Accounts.

We encourage you to diversify your retirement assets to reduce tax exposure from potential future increases.

If you are a licensed life insurance agent and you want access to our weekly livestream trainings, click the link below to become a member:
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