Monthly Archives: January 2021

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Episode 14 – How to Have More Tax Free Income in Retirement



Are you interested in a tax-free account that will help you work towards your retirement goals? 

In this episode, Barry Watts and Eric Burlison, Tax Strategists and Retirement Designers,  take a look at a type account that not many people are aware of and dissect it to help you fully grasp how it works! The Life Insurance Retirement Plan (LIRP) can help you save tax free money for your retirement goals! 

In this episode we discuss:

  • How the tax code is our friend, not our enemy  
  • How the LIRP works 
  • Barry’s own personal use of an LIRP 
  • Contributions and fees associated with an LIRP 
  • And more!

Tune in now to discover how you could be setting money into a tax-free account and get on the right track toward your retirement goals 

Resources: SavingYouTaxes.com | J. Barry Watts | Eric Burlison


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Episode 13 – Protecting Your Retirement Income



Do you understand how annuities work? Do you have negative feelings attached to annuities? We are here to help you answer your questions! 

In this episode, Barry Watts and Eric Burlison dive into conversations about annuities and how they can be used to benefit you. They aim to provide you with information that will help you break down your negative feelings toward annuities! 

In this episode we discuss:

  • The three different types of annuities  
  • How taxes work when it comes to annuities 
  • The typical lengths of annuity contracts 
  • Safety when it comes to annuities  
  • And more!

Tune in now and join us in conversation as we break down annuities and provide you with information that will help you understand them better. 

Resources: SavingYouTaxes.com | J. Barry Watts | Eric Burlison