The Truth About Indexed Universal Life Insurance - 243

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 15 October 2019

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is indexed universal life insurance good for estate planning, investing or as a tax shelter for high-income earners? Should you pay down debt or save if you only have $100K saved for retirement at age 66? Should extra money be invested in your 457 or brokerage account? ETFs or mutual funds? And with the new tax laws scheduled to sunset in 2026, does it make sense to do a giant Roth conversion in 2025? Transcript, free resources, and show notes: http://bit.ly/YMYW-243

Transcript

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0:00.0	Okay, somebody do us a favor. Click Ask Joe and Al on air at Your Money Your Wealth.com, and please let us know why
0:05.9	indexed universal life insurance is such a huge topic lately. Is someone selling the heck out of these things,
0:11.6	or is it just because the fellas keep answering your questions about it? Today on Your Money, Your
0:16.1	Wealth, Joe and Big Al address more of those IUL questions. This time we talk about whether it's good for
0:21.8	estate planning, investing, or as a tax shelter for high-income earners. Plus, should you pay down
0:27.7	debt or save if you only have $100,000 saved for retirement at the age of 66? Should extra money
0:34.8	be invested in your 457 or your brokerage account, mutual funds, or ETFs?
0:40.1	And with the new tax laws scheduled to sunset in 26, does it make sense to do a giant rock conversion in 2025?
0:48.5	I'm producer Andy Last and here with answers to your IUL questions and hopefully the patience of new saints are Joe Anderson CFP and Big Al Clopine CPA.
0:59.0	Where are you going to go?
1:00.1	I don't know.
1:00.8	Chad from Santa Cruz?
1:02.3	Chad.
1:02.8	Okay.
1:03.2	Hi, Joe and Al.
1:05.2	28.
1:06.1	Happily married.
1:07.3	In love to golf.
1:09.3	Oh, Chad.
1:10.0	Love you, man.
1:10.9	So I have at least something in common with you both.
1:14.1	I love golf.
	...

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