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 NowTax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927
July 20, 2019
Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions). 6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA 22:35 A California listener wonders...
Listen NowQ&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits
June 1, 2019
Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a question from a listener about Life Insurance and Trusts to provide for their...
Listen NowQ&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more
April 27, 2019
Jim and Chris address numerous topics on this weeks Q&A show. Questions come from multiple States and span topics such as Net Unrealized Appreciation (NUA) when someone retires younger than 59 1/2, how to use Life Insurance to supplement a pension, Medicare and travel, canceling a Social Security application, and your first year Required Minimum Distribution (RMD)....
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