99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds

Strategic Whole Life by Infinite Banking Authorized Practitioners

Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.

When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think they know about permanent life insurance.

In today's episode, John Montoya will convey to you why you should not gloss over the tax advantages of whole life insurance!

EPISODE HIGHLIGHTS:

00:18 Exploring the Triple Tax Exempt Status of Whole Life Policies

02:07 Deep Dive into Roth IRAs: Pros, Cons, and Tax Benefits

04:32 Municipal Bonds: Investing Locally with Tax Exemptions

06:42 The Power of Whole Life Insurance: A Comprehensive Guide

11:24 Navigating the Negatives: Whole Life Insurance Limitations

15:28 Strategic Financial Planning with Whole Life Insurance

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About Your Hosts:

Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!

John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.

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Connect with us

Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!

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ONLINE COURSE:

Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.

Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:

IBC MASTERY