What Should You do with a Lump Sum from a Legal Settlement, Inheritance or Sale of an Asset

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  • เผยแพร่เมื่อ 11 ก.ย. 2024

ความคิดเห็น • 15

  • @whiterose_entertainment3642
    @whiterose_entertainment3642 5 หลายเดือนก่อน +1

    JUst locked in ! great video!

    • @missedfortune
      @missedfortune  4 หลายเดือนก่อน

      Awesome! Thank you!

  • @Al-lf1dm
    @Al-lf1dm ปีที่แล้ว +1

    You’re literally making the content that has been brewing in my mind for the last year. Thanks, DA!

  • @nyacoustics8373
    @nyacoustics8373 ปีที่แล้ว +2

    very interesting. can you take some money out monthly to pay for bills, like mortgage, cars , insurance etc? cand the interest earned on the money go into a hi yield savings account etc

  • @terryloanofficer
    @terryloanofficer ปีที่แล้ว +1

    Where do you park the rest of your money while you wait each year to add more funds to your policy? Thanks

  • @philsfindings9758
    @philsfindings9758 ปีที่แล้ว +1

    If you start a max funded IUL can you increase the lump sum after 5 years? Or would that need to be another contract? I just bought your book, can't wait to read! I'm 36 but planning to retire summer 2023. Would I be able to access tax free income by 42 years of age?

    • @missedfortune
      @missedfortune  ปีที่แล้ว

      If you would like to explore the LASER Fund options, go ahead and schedule a time to speak to an IUL Specialist that we work with here: www.3dimensionalwealth.com/getstarted

  • @audreysmith5063
    @audreysmith5063 ปีที่แล้ว +1

    How much are the fees for setting up and maintaining? Putting in money and having large fees at beginning lowers amount of cash value.

    • @missedfortune
      @missedfortune  ปีที่แล้ว

      Hey there, a trained IUL Professional can show you how the fees are structured for your particular case. You can setup a time to speak directly to an IUL Professional we work with here: www.3dimensionalwealth.com/getstarted

  • @jakehart60
    @jakehart60 ปีที่แล้ว +3

    I’m looking at a $2.1 million settlement. I’ll be 25 years old. I was wondering if there was a way to have a tax free life insurance if you open a $2 million policy and then move to another country where $100k will stretch 15 years. After 15 years I would like to come back and start taking out the interest on the policy. In my research I hear it can be very tricky for expats. If you have any insight on if this plan I have is even possible for me to be in compliance with TAMRA or not please let me know

    • @missedfortune
      @missedfortune  ปีที่แล้ว

      If you would like to explore the LASER Fund options, go ahead and schedule a time to speak to an IUL Specialist that we work with here: www.3dimensionalwealth.com/getstarted

  • @lmack5397
    @lmack5397 5 หลายเดือนก่อน

    I'm so confused

    • @missedfortune
      @missedfortune  4 หลายเดือนก่อน

      We are here to help! Schedule an appointment with an IUL Specialist who can provide information and clarity by visiting www.3dimensionalwealth.com/getstarted.

  • @rickybearden4575
    @rickybearden4575 ปีที่แล้ว +1

    get to the point !!!