Is Long-Term Care Insurance Better Than Indexed Universal Life and Fixed Indexed Annuity?

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Is Long-term Care Insurance better than Indexed Universal Life and Fixed Indexed Annuity? In this episode, Chris Berry answers the question: Please explain why Long-term care insurance may be a good investment better than FIA or IUL. Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every… Read more »

Can You Take RMD (Required Minimum Distribution From) Your Spouse’s Account?

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Can you take RMD (Required Minimum Distribution from) your Spouse’s account? In this episode, Chris Berry answers the question: Can you take your RMD from your spouse’s account? I know that you can take RMD’s from one of your accounts to cover all your other accounts that require a withdrawal. Estate Attorney and Advisor Chris… Read more »

Can You Convert Some Fixed Indexed Annuity to Indexed Universal Life?

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Can you convert some Fixed Indexed Annuity to Indexed Universal Life? In this episode, Chris Berry answers the question: After creating an FIA(Fixed Indexed Annuity), can you later convert some of it to IUL(Indexed Universal Life)? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday… Read more »