So the question you need to answer is…what return would you have to getelsewheretoequalthe return of a Bank On Yourself plan? Let’s say you’re investing inside of a tax-deferred 401(k) or IRA (which is where
Traditional IRA income (MAGI) limits (for deductibility phase-out): MFJ – $90,000 to $110,000 Single or HoH – $56,000 to $66,000 MFS – $0 to $10,000 Spouse not active participant in an employer-sponsored retirement plan (MFJ, Single or HoH): $169,000 to $179,000 Roth IRA...