David starts the conversation by describing the three most important things you should look for in an IUL. All good IULs are sponsored by financially stable insurance companies – but not all financially stable insurance companies offer good…
David starts the conversation by describing the difference between a Social Security tax and a Social Security penalty – and whether it’s possible to avoid them both. David explains that although some people use them interchangeably, a Social Security…
Most insurance companies allow investors to convert their fixed FIA to a Roth IRA prior to electing their guaranteed lifetime income, but to align your tax-free stars you’ll need an option I call “PIRC.”
David debunks the top 3 unsubstantiated claims that pro-life insurance agents on social media make about IULs. David starts the conversation by explaining why we need to be clear on what an IUL is and what it’s not. David is a big fan of IULs because…
David goes through five unique strategies to transform a $1 million inheritance into a tax-free asset. Although a non-qualified inheritance is tax-free, the step-up in the basis rule will lead to a huge tax problem as your asset grows over time….
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