Triple Tax-Free Income

𝐇𝐨𝐰 𝐭𝐨 𝐭𝐚𝐤𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐚 𝐦𝐚𝐫𝐤𝐞𝐭 𝐝𝐞𝐜𝐥𝐢𝐧𝐞 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞 𝐓𝐑𝐈𝐏𝐋𝐄 𝐓𝐀𝐗-𝐅𝐑𝐄𝐄 𝐢𝐧𝐜𝐨𝐦𝐞 𝐬𝐭𝐫𝐞𝐚𝐦𝐬:

𝗦𝗧𝗘𝗣 𝟭: If you don’t already have an “Infinite Banking” policy, create one. If you already have one, then CONGRATULATIONS, you’ve already completed Step 1. Your money grows tax-free in your Infinite Banking account. So there’s tax-free income #1.

𝗦𝗧𝗘𝗣 𝟮: After a market decline (or a crash), you can use money in your Infinite Banking account, (which doesn’t lose money in a market decline and grows TAX-FREE), and fund (or add money to) a Roth IRA (which also grows TAX-FREE). There’s tax-free income #2 – a Roth.

This strategy can be effective because it can allow you to buy more shares of stock when shares are, as some people say, “on sale” (or much lower in value than they may be in the future). When/if they increase in price, the growth on those shares experienced inside of a Roth is TAX-FREE.

If you use this strategy to fund a Roth IRA with tax-free gains from your Infinite Banking account, then you effectively funded a tax-free Roth IRA with tax-free profits from your Infinite Banking account.

𝗧𝗛𝗔𝗧’𝗦 𝗗𝗢𝗨𝗕𝗟𝗘 𝗧𝗔𝗫-𝗙𝗥𝗘𝗘 𝗜𝗡𝗖𝗢𝗠𝗘!

The profits from an Infinite Banking account can be accessed at any age, and that means that they can be accessed for investing outside of your Infinite Banking account whenever you see an opportunity.

Yes, that means Infinite Banking account profits can be accessed tax-free prior to age 60, and your Roth IRA can be accessed tax-free after age 60.

𝗦𝗧𝗘𝗣 𝟯: Finally, at retirement age, since both Infinite Banking accounts and Roth IRAs don’t trigger taxation on your social security payments (Google “Provisional Income”), you can access:

• TAX-FREE income from your Roth IRA,
• TAX-FREE income from your Infinite Banking account,
• AND, TAX-FREE income from your social security as well.

𝗧𝗛𝗔𝗧’𝗦 𝗧𝗛𝗥𝗘𝗘 𝗜𝗡𝗖𝗢𝗠𝗘 𝗦𝗧𝗥𝗘𝗔𝗠𝗦, 𝗔𝗟𝗟 𝗧𝗔𝗫-𝗙𝗥𝗘𝗘!

*This isn’t investment advice and is meant purely for educational purposes, but it is a strategy that you should learn more about.