Jan 30, 2023
This episode David discusses more about the Secure Act 2.0. Specifically, he will be talking about Qualified Longevity Annuities and what changes in the Secure Act make this, rarely used tool, more attractive.
What is a Qualified Longevity Annuity (QLAC), and why would now be a good time to consider one?
Jan 16, 2023
If you are still working and want a clever way to pay the tax on your Roth conversions in a less painful way, join me today in our new episode.
With S&P down around 18%, is this the best time for that Roth conversion for 2023 now, or should you wait?
All the things you should be doing now, to make your retirement in...
Jan 9, 2023
Jan 2, 2023
Is Life Insurance a better Investment than an IRA?
What a great topic starting off the New Year!
While life insurance is a protected class in the Internal Code, it is also tax free.
How does this happen?
The advantages of a life insurance policy include a death benefit for your children - leaving a legacy, cash value...