Monthly Archives: March 2025

Tax-Free Income Estimator for Catapult Plans

Many of you have read one or both of my books titled: Get Me to ZERO or Tax-Free Millionaire. Parts of both books describe using select Index Universal Life policies (IULs) for supplemental tax-free retirement income. I call them ROTH alternatives on steroids. I love ROTHs but they cannot supply nearly the benefits of a properly designed and funded IUL. A portion of those books also describe what I call “Catapult” plans. These plans combine 5 premium payments from my … Continue reading

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