GRFTFS: Incentivize Good Financial Decisions with a Trust?

2025-04-06

"Can I set up a trust that incentivizes my heirs to make responsible financial decisions?" We're answering YOUR questions on this week's Get Ready For The Future Show! Can you tell me more about indexed universal life investments? Do we need a "spousal IRA" to keep our retirement savings on track? Why shouldn’t I just simply pull from my 401(k) what I need to live on above my Social Security? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to ...

"Can I set up a trust that incentivizes my heirs to make responsible financial decisions?" We're answering YOUR questions on this week's Get Ready For The Future Show!

Can you tell me more about indexed universal life investments? Do we need a "spousal IRA" to keep our retirement savings on track? Why shouldn’t I just simply pull from my 401(k) what I need to live on above my Social Security?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 4/2/2025

Disclosure: GenWealth Financial Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

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