DiscoverYour Money, Your WealthLife Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405
Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

Update: 2022-11-22
Share

Description

Joe and Big Al discuss LIRPs, or life insurance retirement plans, they spitball whether to take full pension survivor benefits or buy a life insurance policy, and whether to sell losing stocks for even bigger losers to take advantage of the 0% capital gains tax bracket. Plus, zero coupon municipal bonds and the de minimis rule, and target date funds as part of Paul Merriman’s Two Funds for Life strategy. Finally, how do dividends figure into the 4% rule for retirement withdrawals, and should that 4% come from stocks or bonds? Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-405

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405

Joe Anderson, CFP® & Alan Clopine, CPA