Carl's Blog

I wrote a blog entry yesterday about setting up a tax free retirement for yourself. Here is part one of a radio interview with the author of the book. They go into how using investment grade life insurance can provide you with: Tax free growth Tax free retirement income Tax free money for your fa...

    Us small business owners are on our own as far as planning for retirement goes. I am an independent insurance agent. Most of you are real estate professionals. No pensions for us.  Did you know you have a partner if you have an IRA, 401k, SEP or other tax qualified plan? Yep. that partner is ...