Converting Bonds into Tax Free Income

| May 22, 2020
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This strategy could allow you to create tax-free income in the future while allowing you to participate in the recovery of the market.

This week we wanted to talk about a unique opportunity to convert tax-deferred assets into tax-free assets. But many people have expressed concern that they don't want to miss out on the recovery of the market. So let's talk about this unique opportunity that allows you to convert from the bond portion of your portfolio to a LIRP or Life Insurance Retirement Plan.

Educational Events:

Speaker: Brian Walker

Speaker: Edward Schuh

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