Not Your Average Financial Podcast™

Episode 405: [Mailbag] Your Questions, Our Answers

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In this episode, we ask:

  • What questions do you have?
  • Would you like to join our FREE! Not Your Financial Community?
  • Can someone use an annuity to roll money out of a qualified plan like a 401(k) or an IRA? Is this for people over 59.5 or younger than age 59.5? Can you get money out of a 401(k) and into a life insurance policy?
  • What about the tax bill?
  • What about the early 10% withdrawal penalty?
  • What about paying off a debt?
  • What about rolling over into a fixed indexed annuity inside of the IRA?
  • Would you like to hear Episode 172?
  • Can I get accumulation and guarantees on an annuity without taking income on it?
  • What about MYGAs (multi-year guaranteed annuities)?
  • Would you like to listen to Episode 280?
  • Would you like to meet with Mark?
  • What is an enhanced index option?
  • What is a SPIA (single premium indexed annuity)?
  • What call has Mark never had to make?
  • What about an annual income?
  • How is this better than CDs or bonds?
  • What is the refund option on a SPIA?
  • What is the best way to take income on the cash value of a policy?
  • What happens with withdrawals?
  • What is the cost basis?
  • What are the tax implications?
  • What happens if you take the gains out?
  • What about taking a loan from the policy?
  • What happens to the death benefit when you take a loan?
  • What does your beneficiary receive upon death?
  • Our adult child lives on his own, and since we are uninsurable, can we get a policy on him?
  • What are the limits?
  • What is the insurable interest?
  • What about gifting premium?
  • What about a joint trust?
  • Do you offer comprehensive planning beyond setting up Bank on Yourself® type life insurance policies correctly?
  • Would you like to join our FREE! Not Your Financial Community?
  • Do you like mailbag episodes?
  • What questions do you have?

    • ...more
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