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Feb 15, 2021

Forbes talks about something they called a “Rich Person’s Roth.”  Turns out, it wasn’t a Roth at all – it was a way of using life insurance to help fund retirement.  Kevin discusses how this could be a tool you could use to build your retirement income. Then, whats the difference between a“financial...

Feb 8, 2021

A new year brings the threat of new problems – created by Congress.  Morningstar asked IRA expert Ed Slott says we need to be worried about a tax increase.  Hear Kevin discuss tools and strategies to protect your retirement accounts from potential tax increases, inflation and more.