(704) 777-4865

How To Get Tax-Free Income For Retirement?

When planning for retirement, you’ll want to consider tax-free income options that allow you to get the majority of your funds without having to share it with the government. There are several ways to obtain tax-free income, and we’ll make sure to find the best solutions for your needs. Options like municipal bonds and Roth IRAs can be great, but they both have their own risks. We recommend receiving tax-free income by investing in a policy loan by obtaining life insurance, specifically an Indexed Universal Life policy.

If you have any investment related questions, contact us!

At Inter-Action LLC, we put our customers and their desires first. We are driven by your needs and want to ensure your financial future

(704) 777-4865

Life Insurance

Brian Velez


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(704) 777-4865

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