Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures. (7:30) A listener has questions about Child in Care Benefits. (17:00) Jim and Chris address comment about “old advisors”. (29:30) Georgette from Texas is wondering about gifting her children portions of her home to […]