Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013
April 1, 2020
Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy. Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...
Listen NowLive Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013
March 30, 2020
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...
Listen NowChoices in Generated Secure Income: EDU #2012
March 25, 2020
As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window | Download...
Listen NowIRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012
March 21, 2020
Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...
Listen NowUpdate on the SECURE Act, Divorce Benefits, and More: Q&A #2010
March 7, 2020
As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts. (4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA. (19:55) Georgette from Mississippi wonders if she can receive a divorced spouse benefit...
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