Making the Most of Tax-free Accumulation for Retirement

Making the most of tax-free accumulation for retirement is one of the surest ways to set a course for a brighter future. If you have followed conventional wisdom and you’ve been saving in an IRA or 401(k), you have some decisions to make.

Throughout his four and half decades as a financial strategist and financial planner, Doug Andrew has worn a lot of different hats. Among his favorite hats, is the one of being a teacher. This is understandable since Doug loves to pass along the lessons he’s gleaned over that time.

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In today’s broadcast, you’ll learn why the window of opportunity to move money from tax-deferred to tax-free accumulation will only be open for a short time. Those who seize this opportunity will be glad they did.


  • Even though Doug loves to teach CPAs, tax attorneys and other financial professionals, his favorite audience is someone like you. Listen and learn why.
  • What does it mean to optimize your financial assets? If you’re serious about planning for a brighter future, this is information you’ll find extremely useful.
  • Does tax-free accumulation matter in the long run? If you have money in tax-deferred accounts, you need to hear this.
  • How does “use it or lose it” apply to converting your traditional IRA or 401(k) into a tax-advantaged vehicle? Doug explains how time won’t wait for us to make the necessary moves that can protect us from unnecessary taxes.
  • What is a strategic rollout and how might it affect your bottom line during retirement? You’ll kick yourself for not knowing this.
  • Taxes might be lower at the moment but what happens when they go up again? Doug reveals what you must know about tax-advantaged savings.
  • And much, much more…

Start by visiting with a wealth architect today.

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.