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In this episode, we ask:
- What is the SECURE Act?
- How does this act affect retirement accounts?
- What about the fiduciary safe harbor?
- What’s important about 72 years old?
- What is a stretch IRA?
- Did you hear the episode on required minimum distributions?
- Would you like to hear an example?
- What about taking distributions on inherited IRAs within 10 years?
- What would the taxable income be in that 10 year period?
- Are taxes as low as they’ve ever been?
- When are taxes slated to go up?
- What has changed with the 529 plans for college savings?
- Can you now use 529 plans to pay for student loans?
- What is a target date fund?
- What is the average return of a target date fund?
- What are the average rates on a student loan?
- Can you apply a 529 plan for another child?
- What about the 1.5 trillion dollar student debt problem?
- Who purchased a 201 million dollar life insurance policy?
- Who is the mysterious billionaire? Could it be Elon Musk?
- Is life insurance a private contract?
- Why would a billionaire pay million dollar premiums into a life insurance when they can buy literally anything else?
- What are some of the benefits?
- Would you like guarantees?
- Would you like liquid access to cash?
- Would you like tax advantages?
- Would you like tax advantaged income in retirement?
- What about California estate taxes?
- What states have an inheritance tax?
- What about the Wall Street Journal’s article on the I.U.L. product?
- What is the appeal of Indexed Universal Life?
- What is the massive issue with Indexed Universal Life?
- What is this fancy “multiplier” and why are the regulators concerned?
- Will this be a repeat of the troubled Universal Life policies of the 1980s?
- What is the true cost of these policies?
- What are the risks?
- Have you heard Episode 59?
- Have you heard Episode 60?
- Have you heard Episode 61?
- How many times is money mentioned in the bible?
- Would you pay your neighbor’s debt?
- What is the story of the church paying the debt?
- How does this group view credit card debt as a group problem?
- How does the debt annihilation team work?
- Would you like to join us LIVE online on February 1, 2020?
