Another tax-free stream of income source


You’ve fully funded your Roth IRAs. What’s next? Is there another way to generate tax-free income in retirement? Yes, there is!

On the podcast this week, David explains another financial vehicle that will allow tax-free income.

The Covid 19 pandemic is causing America to spend like never before to save the economy. You can take steps to protect yourself from the rising tax rate environment we are entering.

How will the government pay for its HUGE bills? Higher taxes! Plus, America is over $26 trillions in debt, so taxes may be going up soon. In fact, we know that taxes are set to go up in 2026.

You have a window of opportunity to position your tax-deferred money in tax-free vehicles over the next 6 years.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program. Roth IRAs offer tax free income if distributions are taken after age 59-1/2 and the account has been open for at least 5 years. When converting funds to a Roth IRA, ordinary income taxes are due on the amount converted in the same year, and ideally should be paid with funds outside of the retirement plan.

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