Jun 28, 2022
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."
These policies are confusing. And they sound WAY too good to be true.
So to get to the bottom of it ... I bought one!
I read the fine print. Did the math. And...
Jun 23, 2022
Today I'm sharing a fun announcement with everyone.
I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets.
This includes covering three things:
- What IRMAA is
- How IRMAA is calculated
- The 10 best ways to avoid IRMAA
If you want to better understand how you can navigate...
Jun 21, 2022
Today I’m talking about Grandparent 529 Plans.
In fact, a BIG change was recently that seemed to fly under the radar.
In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things:
- How to maximize the tax benefits of a 529
- Why 529 plans are great estate planning tools
- How to...
Jun 15, 2022
Today I’m sharing key takeaways from the May inflation (CPI) report.
I’m also sharing:
- What "shadow inflation" is (and why you should ignore it)
- Why inflation is high
- What retirement investors can do in response
Over age 50? Need retirement + tax planning help?
Jun 9, 2022
Inflation has skyrocketed this year.
In fact, inflation jumped to a 40-year high of 8.5% in March 2022.
So why are Treasury Inflation-Protected Securities (TIPS) losing money?
What are TIPS exactly?
And do they belong in a retirement portfolio?
If you want answers to these questions, you’re going to love today’s...