"Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312

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Recorded09 Feb 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607252

Show notes

Whether you call it a SERP, an individual supplemental executive retirement plan, a private pension, or the "Super Roth," the strategy is overfunding life insurance, and the question is, is it a good idea for retirement planning? Also: a Social Security, pension, retirement withdrawal, and Roth conversion strategy, portfolio modeling scenarios, the earned income tax credit, and other tax reduction strategies. Access the transcript and financial resources and ask your money questions: https://bit.ly/YMYW-312

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