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- 38 year old with 100K in Fidelity, Traditional IRA
- Traditional planning results in 7K/year in retirement income--TAXABLE
- Taxes have a way of shrinking your value at distribution
- Move 100K IRA to a private retirement plan, use policy's cash value to offset taxes
- Years 3+ every dollar is matched by every dollar taken out--zero out of pocket funding cycle
How to turn 100K into a 6.7M lifetime total value
7,000/yr taxable vs 24,000/yr untaxable
Bottomline: Untaxable is better
