Episode 038: Tax Free Income & Curious Investor Behavior

Everyone loves the idea of tax-free income… what could be better? However, it seems that most people still don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth.More importantly, why do people who say they want tax-free income, avoid taking action to achieve it? We look to investigate these curiosities and discuss the best strategies to get your money out of the tax system.Today’s TopicsWhy is tax-free income so powerful?How high will the tax-rates potentially be in the future?Discussing the difference between a Traditional vs. a Roth IRA, and when the Traditional IRA still makes more senseWhy people (unintentionally) avoid doing Roth ConversionsInvestors who say they want one thing, but do something elseCan Indexed Universal Life Insurance (IUL) be used for tax-free income?