In the wise words of Andre 3000 of OutKast fame in the 90s hip hop smash hit ‘Don’t Worry Miss Jackson’, “You can plan a picnic, but you can’t predict the weather!”
You might be a decade or two (or three) away from receiving that gold retirement watch from your employer but the strategies you put in place today for longevity should consider how you intend to access those funds down the road.
Fidelity Article https://www.fidelity.com/viewpoints/retirement/tax-savvy-withdrawals
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Podcast: https://RebelRockMoneyTalk.com
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Rebel Rock Wealth | Financial Strategies for Independent Thinkers
18 Oct 2021
#32 7 Reasons Why Tax Laws Won't Change for Life Insurance
The living benefits of permanent life insurance are often discussed and sometimes the primary purpose of life insurance is forgotten. Premiums are paid for the primary purpose of replacing the income from a loss of life. When beneficiaries receive the death benefit, they do not pay income taxes on it because it is not income. It is for the replacement of income due to the loss of life. This will not change. I share 6 other reasons why I don't believe income tax law changes will be made on life insurance any time soon.
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Podcast: https://RebelRockMoneyTalk.com
Subscribe to our weekly newsletter: The Rebel Letter
Website: https://RebelRockWealth.com
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Rebel Rock Wealth | Financial Strategies for Independent Thinkers
11 Oct 2021
#31 When Is A Roth A Roth?
All Roth money is after-tax but not all after-tax money qualifies as Roth. Lesley breaks down the key rules so you know when your Roth IRA or Roth 401k earnings are actually income tax and penalty-free.
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Podcast: https://RebelRockMoneyTalk.com
Subscribe to our weekly newsletter: The Rebel Letter
Website: https://RebelRockWealth.com
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Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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