Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Why This Life Insurance Is for the Most Part a Scam - 246

Why This Life Insurance Is for the Most Part a Scam - 246

FromYour Money, Your Wealth


Why This Life Insurance Is for the Most Part a Scam - 246

FromYour Money, Your Wealth

ratings:
Length:
47 minutes
Released:
Nov 5, 2019
Format:
Podcast episode

Description

We tackle Indexed Universal Life Insurance one more time. And you may have heard that millionaires "buy term and invest the rest" to pay estate taxes, but is it a good idea? When you have appreciated company stock, how much should you "NUA" and when, and how do you deal with the taxes? Plus, can you convert an inherited 401(k) to a Roth? When is your required beginning date for RMDs? Ask your money questions, read the transcript, and access free financial resources at http://bit.ly/YMYW-246
Released:
Nov 5, 2019
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com