Although many people DON’T think about owning life insurance, many, many people do. Life insurance has evolved from just a few choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals. Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we’ll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs. An important show you don’t want to miss MASTERING MONEY is on the air!!!
Mastering Money 9/9/21
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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