Mar 28, 2022
Nate discusses some of the new interpretations behind the 10 year distribution rule of IRA money after the passage of the Secure Act, and the consequences of getting it wrong. Source:
https://www.thinkadvisor.com/2022/03/14/ed-slott-new-irs-secure-act-regs-are-an-rmd-nightmare/
Key takeaways:
- Stretch IRA
- Types of...
Mar 14, 2022
Nate and Josh discuss questions received through the podcast email
inbox.
Key takeaways:
- Life Insurance
- Bank Assets
- Big Purchases in Retirement
- Home Equity Loans
- Policies and plans for grandkids
- Inflation
- Market corrections
Mar 7, 2022
(This is a hypothetical example provided for illustrative purposes only; it does not represent a real life scenario, and should not be construed as advice designed to meet the particular needs of an individual's situation. Cannot guarantee the accuracy or completeness of the software used to display results or...