As part of our continuing education, I recently attended a conference in Nashville, TN, aimed at enhancing our ability to prepare our valued clients and friends for the upcoming tax increases. The event was hosted by David McKnight and featured notable speakers such as Tom Hegna, Ed Slott, and Van Mueller. I am thrilled to share the insights I gained with you! David McKnight presented on the "Power of Zero," explaining strategies for retiring with zero taxes.
As part of a strong retirement plan, we want to be protected from inflation and have enough money to enjoy our retirement. So which is a better option - Roth IRA or IUL? Here's a great informational breakdown comparing the two. You might just be surprised by the answer!
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