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| You’re exactly correct, having use of the dollars from 35 years ago that would have otherwise went to Uncle Sam is a huge component of our qualified plans. In a non qualified plan, I can defer for as long as I want, then annuitize at a point of my choosing, turning the balance into a guaranteed lifetime income stream that is mostly tax free. Maximum retirement cash flow, maximum tax efficiency. And because of the life insurance I have in place, it allows us to fully utilize this strategy.
Edited by Boone & Crockett 11/25/2022 07:59
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