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June 15, 2023 19 mins

Today we are joined by Dave Befort, CEO of Max Performance Financial and IBC practitioner. In this episode, Dave will explain how utilizing IBC can enhance retirement planning by eliminating the risk associated with a sequence of returns and offering a volatility buffer. Learn how borrowing tax-free income from the insurance policy can protect your retirement portfolio during market downturns, the advantages of building a tax-free jet engine for retirement, and the flexibility it provides in controlling your tax bracket.

 

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

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