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.

Podcast: Play in new window | Download (Duration: 1:04:09 — 29.4MB)

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.