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Podcasts » Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139
Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139
September 25, 2021
Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures.
(7:30) A listener has questions about Child in Care Benefits.
(17:00) Jim and Chris address comment about “old advisors”.
(29:30) Georgette from Texas is wondering about gifting her children portions of her home to avoid Estate Tax.
(42:45) George is asking about General Insurance Structures.
Podcast: Play in new window | Download (Duration: 1:07:23 — 30.8MB)
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