181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)

Update: 2025-06-10

Description

Here's an "ask me anything" episode I did last year at this time.

How often should I reevaluate my investment strategy? (1:30 )

How much can I safely withdraw from my retirement account? (6:48 )

Can churches give a tax-free gift to their pastor at retirement? (15:50 )

Law of diminishing returns in your personal finances (21:56 )

When is it ok to withdraw from my IRA? (32:34 )

Thoughts on IULs (indexed universal life insurance) (38:18 )

Links:

https://www.clergyfinancial.com/is-a-pastors-retirement-gift-taxable/

https://pastorswallet.com/are-gifts-to-retired-ministers-taxable/

https://www.honestmath.com/iul

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181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)

#box-pro-ellipsis-176098905191283{-webkit-line-clamp:2;}181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)

181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)

Nate Skelly

181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)