While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
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While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
IUL Policies: The Retirement Account of the Future? Or Just Hype?
The Money Huddle
57 minutes
2 years ago
IUL Policies: The Retirement Account of the Future? Or Just Hype?
One of the most commonly misrepresented financial products is Indexed Universal Life insurance. You may have heard these described as: MPI strategyCompound AccountsMillionaire's ROTH IRAThe Secret Sauce that Millionaire use...and the list goes on and on. In this episode, we talk to an insurance specialist in an attempt to separate fact from fiction when it comes to Indexed Universal Life products. Take a listen! Thanks for checking out our podcast! We make every effort to discuss top...
The Money Huddle
While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...
