Entrepreneurs on Fire · How Successful Business Owners Can Become Their Own Source of Financing with Mark Willis
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Position the whole life policy as a tax-free source of retirement income by taking tax-free distributions from cash value
“Buying a great tax-free family home where I can value add tax-free, cash equity out tax-free, and then fundamentals. Aim for that asset to be debt-free buy when you want to retire.”
“Around 27% of people that did actually take tax-free cash from their pensions now regret it.”
“The rule of thumb is brokerage money first, then retirement money or IRA money… then we let the Roth crock pot bake as long as it can because it’s tax-free.”
“When you move to an allocated pension… earnings become tax-free, withdrawals become tax-free… you can re-contribute it to super”
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