Retirement Planning

Create Your Own Pension Using Whole Life Insurance

In order to fully understand this post I am going to have to ask you to put down your $19.95 Suze Orman book or shut off your podcast of Dave Ramsey – and give me a chance to describe and illustrate how to create your own Pension Using Whole Life Insurance before leaving me comments

Continue reading Create Your Own Pension Using Whole Life Insurance

October 22nd, 2009 | Tags: , | Category: Life Insurance, Qualified/Retirement | 16 comments

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Reader Question – Inheriting Trusts & IRAs

I recently received a question from a reader, who I will refer to as TPS.  TPS contacted me through my contact me page – if you have a question feel free to use it!

TPS seems to be very confused, so rather than just answer the question I will post it so he can reply here.

Your

Continue reading Reader Question – Inheriting Trusts & IRAs

June 16th, 2009 | Tags: , , , | Category: Estate Planning | Leave a comment

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