For Business Owners
The Executive Bonus Plan That Turns Payroll Into Tax-Free Retirement Income
How business owners use IRS §162 and IUL to reward key people — and build wealth outside the market. The full breakdown from the video, in one guide.
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Here’s a taste of what’s inside:
No fluff. The exact mechanics of the strategy — so you can see how it works before you ever talk to an advisor.
The §162 deduction, in plain English
How the executive bonus deduction actually works — and why the business gets to write it off.
The step-by-step structure
Company → bonus → IUL → tax-free retirement income. Each move, in order, with nothing skipped.
Why IUL — not a 401(k), not a raise
What makes indexed universal life the right vehicle for key-person rewards (and when it isn’t).
The 3 mistakes that blow up these plans
The design errors that quietly kill executive bonus plans — and how to avoid every one of them.
Real numbers at real bonus levels
What the strategy looks like at different bonus amounts — so you can see where your business fits before you spend a dollar on advice.
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Everything, for less than your morning coffee.
Less than your morning coffee. Priced for serious business owners — the people who will actually use it.
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Educational purposes only. This guide is not tax, legal, or investment advice. Tax laws change and individual situations vary — consult a qualified tax or legal professional about your situation before acting.