Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

Your Money, Your Wealth - A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays

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ENTER TO WIN A $100 AMAZON GIFT CARD! US residents, fill out our podcast survey by August 18:  https://www.surveymonkey.com/r/2019ymyw The revamped 2019 tax "postcard," how the SECURE Act could be a tax problem for those with IRA trusts, and is indexed universal life insurance a good investment for education costs? Should you roll your 401(k) to an IRA? How much can you convert from 401(k) to Roth after age 70 and a half? Will you go to jail for filing your taxes before receiving form 5498? Transcript, free financial resources, and show notes: http://bit.ly/YMYW-234