Jack & Carol’s Annual Gifting Strategy: Tax-Free Pension Alternative

Jack & Carol’s Annual Gifting Strategy. Their Gifting Story.

Setting their granddaughter’s up for a lifetime of tax-free income using the tax-free pension alternative, known as the tax-free IUL.

Watch the video for a more complete story.

https://youtu.be/cT8Xz6QGNuc

The Tax-Free Pension Alternative, also known as living benefit life insurance or a Tax-Free IUL works as a great gifting strategy. Jack & Carol used this to set up their granddaughter’s with a lifetime of tax-free income. A gift that will keep on giving. They loved the IUL was IRS approved, there was no downside risk, withdrawals were tax-free and they earned a reasonable rate of return. This was an easy way for their granddaughters to retire wealthy.

They’ll contribute as long as they can and this is something their granddaughters can also contribute to as they move forward in life.

Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL
Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL