7 Key Social Security Updates and 7 Claiming Strategies 8-9-25
This week on the Tax-free Retirement Show, we dive into 7 critical Social Security updates, 7 unique claiming strategies, and a case study demonstrating how to potentially get your social security tax...
10 Aug 202556min
Exploring the Engine of a Life Insurance Retirement Plan (LIRP) 8-2-25
Ernst and Young (EY) recently did a landmark study showing how the judicious addition of Index Universal Life (IUL) and Fixed Index Annuities (FIA) to a traditional portfolio can produce enhanced bene...
1 Aug 202556min
Tax Diversification & The Tax Columns 7-26-25
All financial vehicles fall into 1 of 3 categories/columns: Taxable, Tax-deferred (Tax-procrastination), or Tax-free. Savers must decide where they want the majority of their assets to live. Asset loc...
25 Juli 202556min
Napkin Math vs The Retirement Buffer Analysis 3-1-24
The "do-it-yourself" retirement plan is often woefully shallow and incomplete, amounting to little more than "napkin math" when put under the microscope. When it comes to determining a strategy's Inco...
21 Juli 202556min
Is the One Big Beautiful Bill Act (OBBBA) Really Beautiful? 7-19-25
Is Big Beautiful Bill really beautiful for you and your retirement? It depends... From a new senior bonus deduction to the extension of the TCJA (Trump tax cuts) to new conversion opportunities, we br...
21 Juli 202556min
TCJA Extension, the Tax Scorecard, and Income Maximization 5-24-25
Will the TCJA (Trump tax cuts) be extended? How would that change your total retirement tax burden in retirement? If they are extended, how "permanent" would that extension be? Some people try to mana...
21 Juli 202556min
Tax Increases, Market Volatility, and Long-term Care 3-22-25
How well will your retirement plan hold up when taxes increase, when the market tanks, and when you have long-term care needs and costs? We dive in to how a RIMS Report™ helps protect retirees against...
21 Juli 202556min
Retirement Destination 3-23-24
"When people can't see the path, they stop dreaming of the destination." - Adam Grant, Hidden Potential Many times, people believe they are headed toward a certain retirement outcome. Rarely are pre-r...
21 Juli 202556min
