Jan 13, 2022
Josh Null and Will Steih of Gulf Coast Financial
Advisors discuss an alternative for those that are unable
to contribute to a Roth IRA because of income limits: permanent
life insurance. Josh and Will discuss how a properly structured
permanent life insurance policy can features similar to a Roth IRA,
particularly tax free growth, but without the income and
contribution limits associated with a qualified plan. The guys also
discuss how the need for a death benefit should be one of the
primary questions related to this particular strategy.
Want To Know More About Will and
Josh?
If you would like to
continue the conversation with Josh and Will, make an appointment
on our website at https://gulfcoastfa.com/, or feel free to call
251-327-2124 or email jnull@gulfcoastfa.com.
Want More Wealth In Waves?
You can find all episodes of Wealth In Waves by
visiting https://gulfcoastfa.com/podcast.