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In this episode, we ask:
- Is there someone at the IRS who you’re particularly fond of?
- Do you have more than one beneficiary on your IRA or 401(k)?
- What did we mention over and over in our last episodes?
- Are taxes likely to go UP or DOWN in 2025?
- What changes can we anticipate?
- What are the tax advantages from Bank on Yourself?
- How are distributions taxed from Bank on Yourself policies?
- Would you like Tax Free Retirement Distributions and Withdrawals?
- Would you like to take the anxiety and guesswork out of retirement?
- Do I have to hold on to the S&P with white knuckles?
- What are the two key unknowns in the government-sponsored qualified plans?
- How do Bank on Yourself policies grow?
- How are Bank on Yourself policies like ROTH plans?
- How do dividends affect policy performance?
- How do you access cash value tax free?
- How do you pay your taxes now on life insurance premiums?
- Will you get a 1099 for the growth in your life insurance policy?
- How many withdrawals can you take from a policy without any tax consequences?
- Once you’ve exceeded the cost basis, how can you get money from the policy tax free?
- What about the possibility of a policy lapse?
- What about the horror stories?
- How do you know you’re working with the right advisor?
- What are some ways we can avoid lapse?
- What happens to couples who earn over $44K annually?
- What’s the problem with required minimum distributions (RMDs)?
- How does a Bank on Yourself plan affect your capacity to apply for student aid?
- How do business owners use Bank on Yourself policies for paying taxes and financing big purchases?
- What is the tax treatment for a death benefit?
- What are the tax implications with an inherited IRA?
- How are life insurance death benefits treated in probate court?
- Can creditors and predators come after money in probate court?
- Can creditors and predators come after death benefits?
- Can you save as much as a death benefit?
- What inheritance options are drama free?
