"Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312
Podcast: Your Money, Your WealthPublished On: Tue Feb 09 2021
Description: Whether you call it a SERP, an individual supplemental executive retirement plan, a private pension, or the "Super Roth," the strategy is overfunding life insurance, and the question is, is it a good idea for retirement planning? Also: a Social Security, pension, retirement withdrawal, and Roth conversion strategy, portfolio modeling scenarios, the earned income tax credit, and other tax reduction strategies. Access the transcript and financial resources and ask your money questions: https://bit.ly/YMYW-312
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