
Why This Life Insurance Is for the Most Part a Scam - 246
About this episode
We tackle Indexed Universal Life Insurance one more time. And you may have heard that millionaires "buy term and invest the rest" to pay estate taxes, but is it a good idea? When you have appreciated company stock, how much should you "NUA" and when, and how do you deal with the taxes? Plus, can you convert an inherited 401(k) to a Roth? When is your required beginning date for RMDs? Ask your money questions, read the transcript, and access free financial resources at http://bit.ly/YMYW-246
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth

Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth

We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth

4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth

When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth