I-Bonds, Vehicle Financing, & Intergenerational Wealth (BWL Q&A #37)

In today's Banking With Life Q&A James answers questions like, "What's the most we can pay in premium?". He also discusses building intergenerational wealth, loan repayments, and financing vehicles with IBC®. As always, we hope you enjoy and thank you for listening!

Today's Questions:
0:21 - Building intergenerational wealth
4:56 - Triggering taxable events
6:12 - Loan repayments
14:01 - What's the most we can pay in premium?
17:29 - Financing vehicles
18:51 - Investing excess cash
20:35 - Putting extra cash into I-Bonds
21:48 - Can you help me get a cash value policy?
22:41 - Starting an IBC® policy with minimal funds
24:53 - Playing games with numbers on a page

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Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.