Asset Location and Asset Allocation

I hope you enjoyed last week’s video “Life Insurance and Roth IRA Conversions” In case you missed it and need a refresher on exactly what exceptions you can seek to protect your loved ones, click here to watch that video again.

This is the eighth and final video in this series “How IRA Owners Can Beat the New Death Tax – Video Series,” I discuss how Asset Location and Asset Allocation is vital in protecting yourself, your family, and your assets from the SECURE Act.

In each of these eight videos, I do a bit of a deep dive into one of the peer-reviewed and proven strategies from the book.

Anyone with a significant IRA or retirement plan owes it to their loved ones to learn more about the strategies I discuss in this video series. And, if you are one of my subscribers who has not been following my emails and webinars on the SECURE Act, watching this first video would be a great place to start.

I truly hope that these videos have proven to be useful for you as you protect your assets.

Life Insurance coupled with Roth IRA Conversions is yet another amazing way to protect your wealth from the dreaded SECURE Act.

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