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

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Financial Pathway

Nate Skelly

197 episodes

1 week ago

Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

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Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

Investing

Business

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

Financial Pathway

50 minutes 13 seconds

5 months ago

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

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