On Friday’s, we do Q&A for our Patrons! Today, we cover:
- Should I Use a Whole Life Insurance Policy as My Retirement Bridge?
- Should I Concentrate All of My Investment Accounts With One Manager?
- I forgot to mention at the end of the discussion…if you sign up for a free Personal Capital account with this link, I get a small commission. www.radicalpersonalfinance.com/personalcapital
- IRS instruction on avoiding the early distribution penalty: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions
- Here are the call-in instructions for next week’s special call-in shows.