MI220: Tax-advantaged Investing w/ Brian Martucci
Ajayshrees
Description
<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong> </p><ul><li>01:47 - What the differences between a Roth and Traditional IRA are. </li><li>04:40 - How to decide which account to contribute to each year. </li><li>09:23 - Which types of securities you should hold in each account. </li><li>24:45 - When a Millennial may want to consider buying life insurance. </li><li>28:01 - What the different types of life insurance are. </li><li>37:45 - How to decide whether to go with a term or whole life insurance policy. </li><li>40:22 - How life insurance can be used as an investment and when you should consider this. </li><li>42:48 - What kind of returns you can expect from using life insurance as an investment. </li><li>44:10 - How to use life insurance to borrow against it and when this makes sense. </li><li>47:07 - How much life insurance should you buy? </li><li>49:46 - Should you open a joint/custodial taxable investment account for your kids? </li><li>And much, much more! </li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://www.moneycrashers.com/author/brianmartucci/" rel="noopener noreferrer" target="_blank"><strong>Money Crashers</strong></a>.</li><li><a href="https://www.moneycrashers.com/how-much-life-insurance-need/" rel="noopener noreferrer" target="_blank"><strong>How Much Life Insurance Do I Need?</strong></a>.</li><li><a href="https://www.moneycrashers.com/life-insurance-for-millennials/" rel="noopener noreferrer" target="_blank"><strong>Life Insurance for Millennials – Do You Need to Get It and How Much?</strong></a>.</li><li><a href="https://www.moneycrashers.com/backdoor-roth-ira-contribution/" rel="noopener noreferrer" target="_blank"><strong>Backdoor Roth IRA – Definition & How to Make These Contributions</strong></a>.</li><li>Related Episode: <
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MI220: Tax-advantaged Investing w/ Brian Martucci
Ajayshrees