Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

March 30, 2020

Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement.  They also answer some tax questions from listener’s emails.

(2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement.

(37:11) A listener wonders if there’s any tax implications if he gifts his kids with some shares from his taxable account.

(47:58) A listener from Connecticut asks some tax questions regarding Roth conversions and how additional cap gains or losses would impact the amount that could be converted.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.