This week we are going to discuss a variety of investment topics, but they’re all going to be at least somewhat related to an issue on the top of mind of just about every investor or consumer, particularly those folks about to enter retirement or already retired: inflation.
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.