This week on the Tax-free Retirement Show, we dive into 7 critical Social Security updates, 7 unique claiming strategies, and a case study demonstrating how to potentially get your social security tax-free, reduce stress on your other retirement assets, get more enjoyment from retirement, and leave an impactful legacy.

Ernst and Young (EY) recently did a landmark study showing how the judicious addition of Index Universal Life (IUL) and Fixed Index Annuities (FIA) to a traditional portfolio can produce enhanced benefits not replaceable elsewhere--more income, more wealth to heirs, and more predictable outcomes to name a few. But who does a properly structured IUL used as a Life Insurance Retirement Plan work? How does it make money internally? When should it be used and when not? In this episode we dive into those areas as well as a guaranteed lifetime income "private pension" that outperforms traditional portfolios and enhances the Income Production Ability (IPA) of the entire strategy.

All financial vehicles fall into 1 of 3 categories/columns: Taxable, Tax-deferred (Tax-procrastination), or Tax-free. Savers must decide where they want the majority of their assets to live. Asset location is far more important that asset allocation. What is the right balance for you between these 3 tax columns? What collateral damage could your traditional retirement accounts be causing on your total retirement landscape? How can you tactically shift tax-hostile assets to tax-free assets?