In this episode, we ask:

• What questions do you have?


• Would you like to join our FREE! Not Your Financial Community?


• Can someone use an annuity to roll money out of a qualified plan like a 401(k) or an IRA? Is this for people over 59.5 or younger than age 59.5? Can you get money out of a 401(k) and into a life insurance policy?


• What about the tax bill?


• What about the early 10% withdrawal penalty?


• What about paying off a debt?


• What about rolling over into a fixed indexed annuity inside of the IRA?


• Would you like to hear Episode 172?


• Can I get accumulation and guarantees on an annuity without taking income on it?


• What about MYGAs (multi-year guaranteed annuities)?


• Would you like to listen to Episode 280?


• Would you like to meet with Mark?


• What is an enhanced index option?


• What is a SPIA (single premium indexed annuity)?


• What call has Mark never had to make?


• What about an annual income?


• How is this better than CDs or bonds?


• What is the refund option on a SPIA?


• What is the best way to take income on the cash value of a policy?


• What happens with withdrawals?


• What is the cost basis?


• What are the tax implications?


• What happens if you take the gains out?


• What about taking a loan from the policy?


• What happens to the death benefit when you take a loan?


• What does your beneficiary receive upon death?


• Our adult child lives on his own, and since we are uninsurable, can we get a policy on him?


• What are the limits?


• What is the insurable interest?


• What about gifting premium?


• What about a joint trust?


• Do you offer comprehensive planning beyond setting up Bank on Yourself® type life insurance policies correctly?


• Would you like to join our FREE! Not Your Financial Community?


• Do you like mailbag episodes?


• What questions do you have?