3 Dimensional Wealth - February 2024

THE 4TH TYPE OF INCOME Don’t Miss Out on This Game- Changing Strategy

If you’re looking to make more of your money, not only do you want to look for financial strategies that can provide optimal liquidity, safety, and predictable rates of return, but you also want to find those with significant tax advantages.

Because as anyone who’s paid taxes on their IRA and 401(k) withdrawals knows, it’s not fun to watch Uncle Sam take a bite out of your retirement. And since many retired Americans find themselves in a tax bracket that’s just as high or higher than their earning years, the more you can save on taxes during your golden years, the better.

So, what can you do to elevate your financial status during retirement?

Learn how to take advantage of the 4th type of income. Order your free copy of “The Laser Fund” book today.

Cut Uncle Sam out of the equation, and thrive on the fourth type of income.

What do we mean by that?

BEYOND THE 3 TYPES OF TAXABLE INCOME When it comes to taxes, since the 1986 tax reform, Americans only pay income tax on three types of income (see Section 7702 of the Internal Revenue Code): 1. Earned income – This is money that you earn by working, including wages, salaries, and bonuses. 2. Passive income – This would be the type of income you receive from renting or leasing property. 3. Portfolio income – This comes in the form of interest and dividends.

unforgettable memories on Family Retreats, or hitting your favorite golf courses around the world, it’s YOUR money, not Uncle Sam’s, to use as you please. Another advantage to this fourth type of income? You can take advantage of access to tax-free money during your earning years, as well. You can use it for everything from business ventures to college tuition, cars, charitable contributions, and more. It’s up to you! What’s more, by putting your after-tax dollars into your IUL LASER Fund, you are getting taxes over and done with at today’s tax rates. Since most people agree that taxes are likely to go up, not down, in the future, this can save you money on taxes in the long run, as well. About now you might be wondering about the money you already have in IRAs and 401(k)s. We’ve helped thousands of clients reposition money from their traditional accounts to IUL LASER Funds, getting the taxes out of the way sooner than later, so they can enjoy tax-free income during retirement — and much more peace of mind.

There’s a fourth type of income, and it’s totally tax-free.

It’s the income you can take from your IUL LASER Fund in the form of a loan.

Loans on IUL LASER Funds are not earned, passive, or portfolio income, so the money is yours, tax-free.

YOUR MONEY, YOUR LIFE You can use your tax-free income to make the most of your golden years. Whether that’s paying for your dream retirement home, making

Don’t miss out on the opportunity to leverage the fourth type of income — and improve your financial future.

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