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Tax-free Retirement - Part 3 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement

Submitted by Axios Capital Strategies on January 10th, 2021

In Part 1, we discussed the different types of LIRPs and their basic setup.

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Tax-free Retirement - Part 2 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement

Submitted by Axios Capital Strategies on January 9th, 2021

The Engines (Crediting Strategies) Within a LIRP

“CAP FOCUS” STRATEGY

THE CAP & ANNUAL LOCK IN

Tags:
  • LIRP
  • provisional income
  • retirement
  • retirement income
  • retirement planning
  • tax-free retirement
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Tax-free Retirement - Part 1 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement

Submitted by Axios Capital Strategies on January 8th, 2021

In jumping into this topic, we are going to presume that you have read several of our other blog posts on retirement planning, such as The Tax Columns, How Much Does My 401K Save Me

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How Much Does My 401K Save Me In Taxes? Part 4

Submitted by Axios Capital Strategies on January 4th, 2021

If the first 3 parts of this post disturbed you, we get it. So, what should we do?

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How Much Does My 401K Save Me In Taxes? Part 3

Submitted by Axios Capital Strategies on December 30th, 2020

We think you’re with us a far as how things breakdown, so we’re going to continue this example in summary form, as we did in Part 2.

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How Much Does My 401K Save Me In Taxes? Part 2

Submitted by Axios Capital Strategies on December 22nd, 2020

In Part 1, we put forth an example of the full equation of saving for retirement with our example couple, Ryan and Jen.

Tags:
  • 401K
  • IRA
  • Life Insurance Retirement Plan
  • LIRP
  • retirement
  • retirement income
  • retirement planning
  • Roth 401K
  • Roth IRA
  • tax free retirement
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How Much Does My 401K Save Me In Taxes? Part 1

Submitted by Axios Capital Strategies on December 16th, 2020

How Much Does My 401K Save Me In Taxes? We're glad you asked.

Tags:
  • Life Insurance Retirement Plan
  • LIRP
  • provisional income
  • retirement
  • retirement income
  • retirement planning
  • Roth 401K
  • Roth IRA
  • tax free retirement
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Relative Returns vs. Absolute Returns

Submitted by Axios Capital Strategies on December 9th, 2020

Potential Equity Style Returns with Less Risk and Volatility

Much has been said about the wisdom of utilizing index portfolios/funds (whether mutual funds or ETFs) rather than managed portfolios due to the former’s lesser costs and its historical long-term over-performance over the latter.

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The Tax Columns—How Will Taxes Affect My Retirement? Part 3

Submitted by Axios Capital Strategies on December 4th, 2020

Tags:
  • provisional income
  • retirement
  • retirement income
  • retirement planning
  • Roth 401K
  • social security
  • tax free retirement
  • tax-deferred
  • taxed
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The Tax Columns—How Will Taxes Affect My Retirement? Part 2

Submitted by Axios Capital Strategies on December 2nd, 2020

Tags:
  • 401K
  • IRA
  • provisional income
  • qualified plans
  • retirement
  • retirement income
  • retirement planning
  • Roth 401K
  • tax deferral
  • tax free retirement
  • taxes
  • TSP
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Recent Blog Posts

  • Tax-free Retirement - Part 3 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement
  • Tax-free Retirement - Part 2 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement
  • Tax-free Retirement - Part 1 - Utilizing a Life Insurance Retirement Plan (LIRP) As Part of a Tax-free Retirement

Archived Blog

  • January 2021 (4)
  • December 2020 (7)
  • November 2020 (3)

Categories

  • 401K (5)
  • annuity (3)
  • COVID-19 (1)
  • difference between actual and average returns (1)
  • How to calculate rate of return (1)
  • IRA (4)
  • Life Insurance Retirement Plan (3)
  • LIRP (7)
  • provisional income (6)
  • qualified plans (1)
  • rate of return (1)
  • retirement (9)
  • retirement income (7)
  • retirement planning (7)
  • Roth 401K (7)
  • Roth IRA (5)
  • social security (4)
  • tax deferral (1)
  • tax free income (1)
  • tax free retirement (5)
  • tax-deferred (2)
  • tax-free retirement (4)
  • taxed (1)
  • taxes (2)
  • TSP (2)
  • what is actual return (1)
  • what is average return (1)

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The information contained on this website is for informational purposes only, and does not constitute a solicitation or sale of any financial or insurance instrument or vehicle. Always consult with independent financial, legal, and tax advisors prior to implementing any strategy. The information contained on this website is believed to be accurate, but not warranteed to be so. Axios Capital Strategies (ACS) will not be held liable for your usage of the information on this site. ACS is licensed in Utah, California, and Virginia.

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