Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045
November 7, 2020
Jim and Chris answer listener questions about spousal benefits, tax withholdings on Social Security benefits, Indexed Universal Life policies, and Backdoor Roth contributions. (6:15) An Arizonian wants to know more information on claiming spousal Social Security benefits at their Full Retirement Age (FRA). (14:30) George asks a question about withholding Federal taxes on Social Security...
Listen NowIndexed Universal Life Policies: What if You Already Have One? EDU #2016
April 22, 2020
Jim and Chris discuss a follow-up to a previous EDU episode in which they talked about indexed universal life policies as a retirement strategy. After discussing the pros, cons, and potential gotchas of IULs in that former episode, a question was posed: what if I already have one?...
Listen NowIndexed 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...
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