The three vehicles for tax free income!

3 years ago
7

The IRS allows for three vehicles to be utilized for tax free income.

1. Municipal Bonds
2. Roth IRA and 401K
3. Cash Value Life Insurance - CVLI

Why would you not want to utilize at least one or all three of these vehicles to generate tax free income?

It is one of several reason why I take pause when anybody says:

Buy term and invest the rest!

You don’t need or I don’t believe in Life Insurance!

Life Insurance is only for a death benefit!

Do your own research and make up your own mind

Taxes are real and will most likely be heading up.

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Thanks

David Daher
Index Universal Life Specialist

Financial Protection Agency, Inc.
612-772-0485 (Call/Text)
David@MyFPAInc.com

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