In episode 16 of the MBK Beat, Mark breaks down a working example for a 60-year-old male and we cover Planning Opportunities For Unused/Forgiven PPP. Using the money in an Index Universal Life (IUL) can be one of the safest investments you can make. The key points to take away from this podcast are PPP loan funds being available for other business and personal plan options. Having designated funds to transfer over 5 years, along with a zero downside investment risk and significant upsid...
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In episode 16 of the MBK Beat, Mark breaks down a working example for a 60-year-old male and we cover Planning Opportunities For Unused/Forgiven PPP. Using the money in an Index Universal Life (IUL) can be one of the safest investments you can make. The key points to take away from this podcast are PPP loan funds being available for other business and personal plan options. Having designated funds to transfer over 5 years, along with a zero downside investment risk and significant upsid...
MBK BEAT Ep. 9 | Preparing for the Tax Tsunami | Tax Efficient Strategies
The MBK Beat
25 minutes
4 years ago
MBK BEAT Ep. 9 | Preparing for the Tax Tsunami | Tax Efficient Strategies
In this episode, we talk about the impending changes that we anticipate seeing through legislation and changes to taxes. We cover some of the monumental changes you can expect to see, and what you can do to be prepared. We also walk through a few examples and useful strategies to help you avoid being hurt by the upcoming changes to federal taxes. Stay tuned to the MBK BEAT podcast for more and more useful information on tax-efficient planning strategies for individuals, professionals, and bus...
The MBK Beat
In episode 16 of the MBK Beat, Mark breaks down a working example for a 60-year-old male and we cover Planning Opportunities For Unused/Forgiven PPP. Using the money in an Index Universal Life (IUL) can be one of the safest investments you can make. The key points to take away from this podcast are PPP loan funds being available for other business and personal plan options. Having designated funds to transfer over 5 years, along with a zero downside investment risk and significant upsid...
