Publications

Look Before You LIRP

Type
Link
Cost
Paid
Published
2016
Full Name
Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You

While a variety of LIRPs may help get you to the 0% tax bracket, not all will do so with the same efficiency or effectiveness. Look Before You LIRP lays out certain attributes and provisions of the perfect LIRP for your tax-free retirement plan. It spells out exactly what you’ll need to build a successful LIRP relationship and reveals the one LIRP best suited to get you to the 0% tax bracket.

LIRP Benefits

  1. No Penalties Pre-59 1/2

  2. No 1099s Forms

  3. Distributions are Not Reportable Income

  4. No Distribution Limits

  5. No Income Limits

  6. No Legislative Risks


Table of Contents

  • Look Before You LIRP

  • Chapter 1: Finding the Right LIRP

  • Chapter 2: Safe and Productive

  • Chapter 3: Low Fees

  • Chapter 4: Tax-Free and Cost-Free Distributions

  • Chapter 5: Long-Term Care Rider

  • Spoiler Alert