The Tax Trap Most Business Owners Miss

Many entrepreneurs pour everything into their business with the hope that one day it will fund their retirement. Others contribute to tax-deferred accounts like traditional IRAs or 401(k)s —

only to realize they’ll pay taxes later when they take the money out, potentially at a higher tax rate.

The smarter play? Build a tax-free retirement bucket — one that grows and can be accessed with zero taxes when done right.

Contributions are made with after-tax dollars, but your growth and withdrawals in retirement

are 100% tax-free if rules are followed.

✔️ Great for: Business owners who want long-term, tax-free income and don’t need the

deduction now.

This is not your average life insurance policy. 

An IUL offers:

• Tax-free growth
• Tax-free withdrawals (via policy loans)
• Tax-free death benefit for your family or business
• Bonus: No income limits or contribution caps like Roth IRAs

✔️ Great for: Business owners looking for tax-free retirement income plus life insurance

protection