Episode 30: Nate Interviews Marty Ruby, Author of The No-Compromise Retirement Plan

Nate and Marty talk about alternatives to the Roth IRA as places to save or convert for tax free income in retirement.

Here are just a handful of the things that we'll discuss:

What is an actuary?
No Compromise Retirement Plan – what does that mean?
Compromising between income and leaving a legacy to your beneficiaries
Medicare – how your premium is determined by income
Ways to avoid paying unnecessary taxes
Definition of Section 7702 of the internal revenue code – Life Insurance
Indexed Universal Life Insurance – how it works and the benefits
Book Recommendations?
- No Compromise Retirement Plan (Martin Ruby) – https://www.amazon.com/No-Compromise-Retirement-Plan-Overcoming-Compromises/dp/1718729243/ref=sr_1_1?keywords=no+compromise+retirement+plan&qid=1567529373&s=gateway&sr=8-1
- The Power of Zero (David McKnight) – https://www.amazon.com/Power-Zero-Revised-Updated-Retirement/dp/1984823078/ref=sr_1_1?keywords=the+power+of+zero&qid=1567529355&s=gateway&sr=8-1
- Ed Slott’s Retirement Decisions Guide 2019 – https://www.amazon.com/Slotts-Retirement-Decisions-Guide-2019/dp/0997132744/ref=sr_1_2?keywords=ed+slott&qid=1567529328&s=gateway&sr=8-2