Why This Life Insurance Is for the Most Part a Scam - 246

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

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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