THE TAX PRO’S GUIDE TO USING L.I.R.P.S FOR ADVANCED TAX PLANNING

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The Tax Pro’s Guide to Using L.I.R.P.s for Advanced Tax Planning

The traditional rules of retirement planning are dangerously obsolete.
With America’s national debt soaring and tax rates at historic lows, the long-held belief that your clients will be in a lower tax bracket in retirement has become a dangerous myth. For the trusted tax professional, continuing with business as usual is no longer an option—it’s a liability that threatens to dismantle the very nest eggs you help your clients build.
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The Tax Pro’s Guide to Using L.I.R.P.s for Advanced Tax Planning

The traditional rules of retirement planning are dangerously obsolete.
With America’s national debt soaring and tax rates at historic lows, the long-held belief that your clients will be in a lower tax bracket in retirement has become a dangerous myth. For the trusted tax professional, continuing with business as usual is no longer an option—it’s a liability that threatens to dismantle the very nest eggs you help your clients build.
Are you ready to transition from documenting the past to architecting your clients’ financial futures?
The Tax Pro’s Guide to Using L.I.R.P.s for Advanced Tax Planning is your battle-tested blueprint for navigating this new reality. Written by veteran tax and financial planner David Spence, this essential guide provides a practical model for delivering immense value and building a more profitable and meaningful practice.
Inside, you will discover:
  • A clear-eyed analysis of the looming tax crisis and why your affluent clients are most at risk.
  • A step-by-step framework for using Life Insurance Retirement Plans (LIRPs), or “Super Roths,” to create powerful streams of tax-free retirement income.
  • Why an estimated 90% of LIRPs fail and how to ensure your clients’ plans succeed through proper design, ongoing “parenting,” and expert collaboration.
  • How to identify ideal LIRP candidates within your practice, confidently address common objections, and position yourself as a forward-thinking tax planner.
 
The window of opportunity to shield your clients from a tidal wave of higher taxes is closing. Are you prepared to lead them to higher ground?

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Ebook variation

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Testimonials

“Dave Spence correctly notes that today’s income tax rates are probably as low as they will ever be. When we finally take steps to put our federal finances in order, additional revenue will have to be part of the equation. This book covers how LIRPs can be used as an effective tax planning strategy for retirement. It’s definitely worth a read.”

David M. Walker, CPA

Former United States Comptroller General

“David Spence hands tax professionals the missing manual for turning compliance work into transformational, future‐proof planning. His clear, step‐by‐step LIRP framework will help CPAs capture more value for clients and themselves in a rising‐tax world.”

Dr. Jackie Meyer, CPA,

Founder of TaxPlanIQ and creator of the ROI Methodᵀᴹ

“Dave Spence correctly notes that today’s income tax rates are probably as low as they will ever be. When we finally take steps to put our federal finances in order, additional revenue will have to be part of the equation. This book covers how LIRPs can be used as an effective tax planning strategy for retirement. It’s definitely worth a read.”

Tom Hegna,

Economist, author, and retirement expert – creator of the “Paychecks and Playchecks” retirement approach

Ready to Amicably Divorce the IRS?