In this episode, we ask:

• What questions do you have?
• Would you like to join our FREE! Not Your Financial Community?
• Can someone use an annuity to roll money out of a qualified plan like a 401(k) or an IRA? Is this for people over 59.5 or younger than age 59.5? Can you get money out of a 401(k) and into a life insurance policy?
• What about the tax bill?
• What about the early 10% withdrawal penalty?
• What about paying off a debt?
• What about rolling over into a fixed indexed annuity inside of the IRA?
• Would you like to hear Episode 172?
• Can I get accumulation and guarantees on an annuity without taking income on it?
• What about MYGAs (multi-year guaranteed annuities)?
• Would you like to listen to Episode 280?
• Would you like to meet with Mark?
• What is an enhanced index option?
• What is a SPIA (single premium indexed annuity)?
• What call has Mark never had to make?
• What about an annual income?
• How is this better than CDs or bonds?
• What is the refund option on a SPIA?
• What is the best way to take income on the cash value of a policy?
• What happens with withdrawals?
• What is the cost basis?
• What are the tax implications?
• What happens if you take the gains out?
• What about taking a loan from the policy?
• What happens to the death benefit when you take a loan?
• What does your beneficiary receive upon death?
• Our adult child lives on his own, and since we are uninsurable, can we get a policy on him?
• What are the limits?
• What is the insurable interest?
• What about gifting premium?
• What about a joint trust?
• Do you offer comprehensive planning beyond setting up Bank on Yourself® type life insurance policies correctly?
• Would you like to join our FREE! Not Your Financial Community?
• Do you like mailbag episodes?
• What questions do you have?