How much of your social security is getting taxed, at what rate, and is there anything you can do about it?
Unfortunately, the IRS doesn't make it easy for people to understand how much of their social security is taxable and at what rate.
David explains that the best way to understand social...
Published 04/17/24
This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life.
Lately, social media has been filled with videos praising the virtues of a financial tool known as Indexed Universal Life (IUL).
David explains why the IUL has been taking...
Published 04/10/24