BawldGuy Interviews Podcast

BawldGuy audio with Jeff Brown and our guest David Shafer.

 

 

Topics:

1. Which organizations benefit from the 401K system?

2. Is 401K investing as simple as they are made out to be?

3. What risks inherent in 401Ks aren’t people being told about?

4. What are people finding out at retirement about their 401Ks?

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

 

Topics:

1) Any exceptions to the 60 day rule for IRA rollovers? There is a new revenue procedure allowing for relief for late rollovers.

2) Are there any limits to how many times during a year a 60 day IRA rollover is permitted? Once a year (365 days not calendar year)

3) Please provide an example of poor IRA planning. Unwanted taxes on death triggered by poor planning.

4) Any other use of an IRA that the audience should be wary of? Personal loan guarantee disqualified IRA.

BawldGuy audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. What skill sets are needed once the note is acquired?

2. What’s been the batting average, in general in converting non-performing to re-performing notes?

3. When foreclosing on some of these notes, what are the costs incurred?

4. It varies of course from state to state, but generally speaking how long does it take to foreclose on a note?

BawldGuy audio with Jeff Brown and our guest Brian Eastman.

 

 

Topics:

1. If I have a self-directed traditional IRA, can I convert it to Roth in place?

2. Given the income rules disallowing contributions to an IRA, would you please explain some of the so-called ‘backdoor’ methods of getting it done?

Key Benefits of Roth IRA:

Tax free growth and distributions.

No requirement for RMD’s at age 70 ½

BawldGuy Investing audio with Jeff Brown and our guest David Shafer.

 

 

Topics:

1. They are paid over 4 years and a day. Would you please expand on that?

2. Let’s do an example here: $400,000 spread over 5 premiums. They want income to commence in 20 years, and last for either 20 or 30 years. What would be the income? Also, would you please give what it would be with ‘real’ market yields?

3. Can the policy holder add money to it down the road?

4. Is it as flexible as ‘normal’ EIULs?

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.

 

 

Topics:

1. Can a checkbook IRA Trust be a Roth IRA?

2. Can you convert an existing traditional IRA or 401k to Roth status?

3. If I have a self-directed traditional IRA, can I convert it to Roth in place?

4. “Assets can be converted in-kind.” What does that mean?

5. The BEST thing about a self-directed Roth IRA? NO RMDs

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. Just what is a partial?

2. What is one way they’re used?

3. Another way?

4. How do sellers of partials benefit?

BawldGuy Investing audio with Jeff Brown and our guest Dave Van Horn.

 

 

Topics:

1. Anything trending lately, good, bad, or ugly?

2. Based on current data, what do you see happening to various note returns in the coming years?

3. Has demand gone up as much as it seems? How has supply fared?

4. How does the investing public view discounted notes today vs 10 years ago?

BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.

 

 

Topics:

1. What is a Solo 401k? Who qualifies for a Solo 401k?

2. How much can you put in every year?

3. How does the conversion from a Solo 401k to a Roth work? How easy is that for the average person?

4. When can’t the owner and possible sub-account holders keep contributing?

BawldGuy Investing audio with Jeff Brown and our guest David Shafer.

 

 

Topics:

1. How can you keep your policy alive if you stop receiving an income for a time?

2. How does the fund work if you decide to work past your planned retirement age?

3. How does inflation factor into your EIUL premium?