Retirement Tax Bomb: Why Your 401(k) Might Be a Trap

from I AM Healthy Money ~ What’s on our mind today? · host Dr. KimberlyRay

This episode exposes how traditional 401(k)s can become a "ticking tax bomb" and outlines three core threats to wealth: taxes, market risk, and lack of liquidity. It explains Roth conversions to lock in taxes now and introduces max-funded indexed universal life (IUL) and infinite banking as strategies to protect principal, gain tax-free growth, and improve liquidity.

Episode metadata supplied by the publisher feed · Published Mar 26, 2026

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Retirement Tax Bomb: Why Your 401(k) Might Be a Trap

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This episode is 5 minutes long.

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This episode was published on March 26, 2026.

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