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INDIVIDUAL RETIREMENT ACCOUNTS: IRS Could Bolster Enforcement on Multimillion Dollar Accounts, but More Direction from Congress Is Needed
Two rather unknown and unrelated pieces of legislation enacted last year without much fanfare create nearly unparallelled opportunities for the affluent to further literally enrich their decedents. The two pieces of legislation deal with raising how much money a person can annually convert into Roth IRA and raising Generation Skipping Transfer Tax exemption. The combination of these two rather seemingly unrelated pieces of legislation enables literally affluent grandparents to leave significant amount of money for their grandchildren free of taxes. Let us see how.
Read more: research.lawyers.com/blogs/archives/14251-Wealthy-Grandch...
blog.famzoo.com/2011/04/pave-road-to-retirement-for-your....
Does your teen have W-2 Income from a summer job? Open a Roth IRA and offer to contribute a percentage of your teen's earnings or make a matching contribution.
Two rather unknown and unrelated pieces of legislation enacted last year without much fanfare create nearly unparallelled opportunities for the affluent to further literally enrich their decedents. The two pieces of legislation deal with raising how much money a person can annually convert into Roth IRA and raising Generation Skipping Transfer Tax exemption. The combination of these two rather seemingly unrelated pieces of legislation enables literally affluent grandparents to leave significant amount of money for their grandchildren free of taxes. Let us see how.
Read more: research.lawyers.com/blogs/archives/14251-Wealthy-Grandch...
Listen to Rod and Toni’s Radio Show every Saturday and Sunday Morning from 7:00–7:30 AM on 105.7 The Fan (FM Radio)
This #investmentfee #taxbreak is gone. Here’s what it means for #individualretirementaccounts buff.ly/2lBs9P2 #RothIRA #MichaelSmeriglio #Tax #Blog #News bit.ly/2lHkhLS
Are You Missing Out on Tax-Free Growth With IRA Withdrawals? #RetirementPlanning
Did you know you can use in-service withdrawals after age 59½ to take full control of your retirement? 🚀
With no stock market risk, competitive returns, and options that consistently deliver 2–3x more than CDs and annuities, this strategy helps business owners, employees, and the self-employed build wealth unaffected by market swings, politics, or global events.
#RetirementPlanning #IRAWithdrawals #SEPIRA #InServiceWithdrawal #TaxSavings #CompetitiveReturns #NoStockMarketRisk #RetirementWealth #FinancialFreedom #TaxFreeIncome #401kRollover #SmartInvesting #WealthStrategies #TaxPlanning #ConsistentReturns #FinancialEducation #BuildWealth #LongTermInvesting #RetirementTips #wealthbuilding
“How Much Tax Do I Have to Pay on my IRA Withdrawal?”, “How To Get Your RMD’s 100% Tax-Free”, “Inherited IRA Rules and Tax Strategy”, “FINANCIAL ADVISOR Explains: Retirement Plans for Beginners (401k, IRA, Roth 401k/IRA, 403b) 2024”, “Backdoor ROTH IRA Tax Strategy #taxes #wealth #rothira”, “How to Retire TAX-FREE: Roth Conversions Explained by a CFP”
Please visit my website to get more information: ift.tt/TzHa0CQ
✅ Resources
📞 Book a Free Appointment with Ben: bit.ly/call_with_ben
📘 Download Our Free eBook: bit.ly/Life_Asset_Ebook
🎥 Watch the Free On-Demand Webinar: bit.ly/4lnxFAI
📧 EMail: info@lifeassetllc.com
🔔' .
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
🔗 Stay Connected With Me.
Instagram: ift.tt/3lbjkgA
TikTok: ift.tt/5NEBdRm
Website: ift.tt/TzHa0CQ
=============================
🎬Suggested videos for you:
▶️ www.youtube.com/watch?v=wBYONOKwE28
▶️ www.youtube.com/watch?v=S4Ka5V4j7A0
▶️ www.youtube.com/watch?v=Hfbu5OrqZ1I
▶️ www.youtube.com/watch?v=irvJmUdmKx8
▶️ www.youtube.com/watch?v=xyY1ADHzPrI
▶️ www.youtube.com/watch?v=ZGBgUdjP48o
▶️ www.youtube.com/watch?v=dosZ0JdegDE
▶️ www.youtube.com/watch?v=iU6MGgJ6U4s
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✅ About Truly Diversified Podcast | Life Assets.
Welcome to Truly Diversified! I’m Ben Mohr, a former institutional retirement strategist with 20 years inside the financial system. I’ve seen how the wealthy build real wealth and why most advice keeps others stuck. This channel shares smarter, alternative strategies that break that cycle.
Through the Truly Diversified Podcast, I break down how to build income through life settlements, what true diversification looks like beyond just stocks and bonds, and why the smartest investors are stepping off the Wall Street hamster wheel. With the proper knowledge and strategy, you can invest like the ultra-wealthy.
For Business inquiries, please use the contact information below:
📩 Email: info@lifeassetllc.com
🔔 Hit subscribe & stay tuned for real-talks on smart retirement investing, alternative assets, financial independence,& build a truly diversified portfolio outside the market.
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
=================================
www.youtube.com/shorts/fcwOjAxPNZQ
via Truly Diversified Podcast | Life Assets
www.youtube.com/channel/UC8Y5TL4lE3dFKH16JNiC08A
September 05, 2025 at 12:20AM
via Truly Diversified Podcast | Life Assets ift.tt/MZnaOQp
The Roth Loophole You Need to Know #RothIRA
Did you know there are no income or contribution limits for converting to a Roth IRA?
Whether you make $0, $5M a year, or $20B like Peter Thiel — you can do it. Here’s how Roth conversions work and why this strategy can be a game-changer for your retirement.
Please visit my website to get more information: ift.tt/z1PUXAn
✅ Resources
📞 Book a Free Appointment with Ben: bit.ly/call_with_ben
📘 Download Our Free eBook: bit.ly/Life_Asset_Ebook
🎥 Watch the Free On-Demand Webinar: bit.ly/4lnxFAI
📧 EMail: info@lifeassetllc.com
🔔' .
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
🔗 Stay Connected With Me.
Instagram: ift.tt/EgtGbPe
TikTok: ift.tt/Md4FuwX
Website: ift.tt/z1PUXAn
=============================
🎬Suggested videos for you:
▶️ www.youtube.com/watch?v=wBYONOKwE28
▶️ www.youtube.com/watch?v=S4Ka5V4j7A0
▶️ www.youtube.com/watch?v=Hfbu5OrqZ1I
▶️ www.youtube.com/watch?v=irvJmUdmKx8
▶️ www.youtube.com/watch?v=xyY1ADHzPrI
▶️ www.youtube.com/watch?v=ZGBgUdjP48o
▶️ www.youtube.com/watch?v=dosZ0JdegDE
▶️ www.youtube.com/watch?v=iU6MGgJ6U4s
=================================
✅ About Truly Diversified Podcast | Life Assets.
Welcome to Truly Diversified! I’m Ben Mohr, a former institutional retirement strategist with 20 years inside the financial system. I’ve seen how the wealthy build real wealth and why most advice keeps others stuck. This channel shares smarter, alternative strategies that break that cycle.
Through the Truly Diversified Podcast, I break down how to build income through life settlements, what true diversification looks like beyond just stocks and bonds, and why the smartest investors are stepping off the Wall Street hamster wheel. With the proper knowledge and strategy, you can invest like the ultra-wealthy.
For Business inquiries, please use the contact information below:
📩 Email: info@lifeassetllc.com
🔔 Hit subscribe & stay tuned for real-talks on smart retirement investing, alternative assets, financial independence,& build a truly diversified portfolio outside the market.
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
=================================
#RothIRA #RothConversion #RetirementPlanning #TaxStrategy #WealthBuilding #FinancialFreedom #RetirementSavings #MoneyTips #WealthManagement #InvestingTips #RetirementGoals #FinancialPlanning #TaxFreeGrowth #MoneyMatters #IRAInvesting #RetirementWealth #FinanceTips #RothRules #RetirementIncome #smartinvesting
“Backdoor Roth IRA Complete Guide.. Wealth Lawyer Explains”, “How To Do A Backdoor Roth IRA - Legal Tax Loophole Revealed!”, “12 Things You Must Know About A Backdoor Roth IRA (Including If It’s Worth The Hassle)”, “What is a backdoor Roth IRA and how does it help high earners save for retirement?”, “5 Roth IRA Mistakes That Cost You $$$”, “Roth Convert 100% of Your IRAs?! 3 Situations Where it Makes Sense…”, “Roth IRA Explained | A simple explanation of the Roth IRA.”, “I’m 63 And Retired With $2,000,000 In My 401(k) Should I Convert To A Roth IRA”
www.youtube.com/shorts/bNpymhiQZdc
via Truly Diversified Podcast | Life Assets
www.youtube.com/channel/UC8Y5TL4lE3dFKH16JNiC08A
August 14, 2025 at 04:00PM
via Truly Diversified Podcast | Life Assets ift.tt/fAajLoP
Have an old 401(k) or 403(b) from a previous employer? It’s easier than ever to add that money to your self-directed IRA for lower fees and more flexibility. Read more www.iratransfer.com/transfer-401k-to-ira/
Should You Do a Roth Conversion This Year? #RothConversion #RothIRA
What’s the smartest way to use Roth conversions?
In this clip, we break down how to avoid jumping into a higher tax bracket and instead use that ceiling to convert IRA or 401k money into a Roth IRA. The result? No stock market risk, competitive returns, and tax-free growth for life.
#RothConversion #RothIRA #RetirementPlanning #TaxFreeGrowth #401kToRoth #IRAToRoth #TaxBracketPlanning #RetirementWealth #RetirementIncome #FinancialFreedom #TaxStrategies #WealthBuilding #MoneyTips #FinancialPlanning #RothTaxStrategy #NoStockMarketRisk #CompetitiveReturns #ConsistentReturns #InvestingTips #smartmoneymoves
“Should I Convert My Retirement To Roth?”, “Incredible IRA "HACK” For Paying Roth Conversion Taxes", “Roth IRA Conversion EXPLAINED (Roth Conversion Strategies for tax free growth)”, “Roth Convert 100% of Your IRAs?! 3 Situations Where it Makes Sense…”, “At What Point Should I Consider Making Roth Conversions”, “Can I Do a Roth Conversion Before Age 59 ½? #rothira #roth401k #rothconversion #retirementplanning”
Please visit my website to get more information: ift.tt/oDdCqEz
✅ Resources
📞 Book a Free Appointment with Ben: bit.ly/call_with_ben
📘 Download Our Free eBook: bit.ly/Life_Asset_Ebook
🎥 Watch the Free On-Demand Webinar: bit.ly/4lnxFAI
📧 EMail: info@lifeassetllc.com
🔔' .
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
🔗 Stay Connected With Me.
Instagram: ift.tt/8jPpdmv
TikTok: ift.tt/PF4UGSb
Website: ift.tt/oDdCqEz
=============================
🎬Suggested videos for you:
▶️ www.youtube.com/watch?v=wBYONOKwE28
▶️ www.youtube.com/watch?v=S4Ka5V4j7A0
▶️ www.youtube.com/watch?v=Hfbu5OrqZ1I
▶️ www.youtube.com/watch?v=irvJmUdmKx8
▶️ www.youtube.com/watch?v=xyY1ADHzPrI
▶️ www.youtube.com/watch?v=ZGBgUdjP48o
▶️ www.youtube.com/watch?v=dosZ0JdegDE
▶️ www.youtube.com/watch?v=iU6MGgJ6U4s
=================================
✅ About Truly Diversified Podcast | Life Assets.
Welcome to Truly Diversified! I’m Ben Mohr, a former institutional retirement strategist with 20 years inside the financial system. I’ve seen how the wealthy build real wealth and why most advice keeps others stuck. This channel shares smarter, alternative strategies that break that cycle.
Through the Truly Diversified Podcast, I break down how to build income through life settlements, what true diversification looks like beyond just stocks and bonds, and why the smartest investors are stepping off the Wall Street hamster wheel. With the proper knowledge and strategy, you can invest like the ultra-wealthy.
For Business inquiries, please use the contact information below:
📩 Email: info@lifeassetllc.com
🔔 Hit subscribe & stay tuned for real-talks on smart retirement investing, alternative assets, financial independence,& build a truly diversified portfolio outside the market.
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
=================================
www.youtube.com/shorts/aYr2LiqA7Pg
via Truly Diversified Podcast | Life Assets
www.youtube.com/channel/UC8Y5TL4lE3dFKH16JNiC08A
September 12, 2025 at 03:30PM
via Truly Diversified Podcast | Life Assets ift.tt/UAC0DOV
The Investment Strategy Warren Buffett Doesn’t Talk About (But Uses) | Ben Mohr
What if the key to building true wealth has nothing to do with the stock market?
Everyone knows Warren Buffett made billions investing in stocks and acquiring companies but what if that’s only half the story? In this episode of Truly Diversified, financial expert Ben Moore uncovers the lesser-known investment strategy Buffett has used quietly for decades: life settlements.
Learn how average investors without hundreds of millions are now able to follow Buffett’s lead by investing in fractional life settlements through IRA accounts, Roth IRAs, and even retirement plans. You’ll discover why this strategy has no correlation to market volatility, politics, or global conflict, and how it can offer predictable, stable, double-digit returns.
This episode is a deep dive into alternative investments, financial risk management, and the blueprint to retire with confidence.
🕒Key Timestamps
00:01:16 – Intro to Warren Buffett’s “other” investment strategy
00:02:24 – How Berkshire Hathaway built wealth outside the stock market
00:04:20 – What are life settlements? Explained in simple terms
00:06:13 – How average investors can now participate in fractional policies
00:09:01 – Real-life APR examples and what affects your returns
00:10:57 – Why this strategy is uncorrelated to world events or stock crashes
00:13:20 – Case studies & why wealthy investors use this consistently
00:15:40 – How to start investing using IRA or Roth IRA tax-free
00:16:56 – Final thoughts: Why Warren Buffett’s “quiet” strategy is worth following
🔗 Resources
🌐Visit our website: ift.tt/0fi8beF
📞 Book a Free Appointment with Ben: bit.ly/call_with_ben
📘 Download Our Free eBook: bit.ly/Life_Asset_Ebook
🎥 Watch the Free On-Demand Webinar: bit.ly/4lnxFAI
📧 EMail: info@lifeassetllc.com
If you want smart, stable, and market-independent investment strategies - subscribe to Truly Diversified for weekly episodes that teach you how to build wealth like the ultra-rich 👉 Don’t forget to hit the bell icon 🔔
#warrenbuffett #lifesettlements #alternativeinvestments #retirementplanning #financialeducation #passiveincomestrategies #wealthwithoutwallstreet #rothira #financialfreedom #investlikewarrenbuffett #marketindependentreturns #berkshirehathaway #insuranceinvesting #fixedincomealternatives #trulydersifiedpodcast #financialsecurity #retireearly #taxfreeincome #privatemarketinvesting #financialindependence
“Warren Buffett breaks down how he would invest if he had to start again with $1 million”, “Warren Buffett: How to Stop Losing Money When Investing”, “"I Got Rich When I Understood This” - Warren Buffett", “Warren Buffett: 12 Mistakes Every Investor Makes”, “Gary Shilling explains the only way to beat the market and win”, “"Investors Are Making A Mistake” - Why Warren Buffett Doesn’t Use P/E Ratios", “Warren Buffett | How To Invest For Beginners: 3 Simple Rules”
www.youtube.com/watch?v=7_FXTbxmwrw
via Truly Diversified Podcast | Life Assets
www.youtube.com/channel/UC8Y5TL4lE3dFKH16JNiC08A
July 29, 2025 at 10:00PM
via Truly Diversified Podcast | Life Assets ift.tt/zwQnHxI
How to Avoid Losing Half Your Roth Conversion Value #RothConversion
A $100K Roth conversion can shrink to $50K if you ignore taxes, market swings, and risk. In this clip,
we break down why small, strategic conversions and alternative investments like life settlements can protect your retirement wealth.
Please visit my website to get more information: ift.tt/oMhPDJx
✅ Resources
📞 Book a Free Appointment with Ben: bit.ly/call_with_ben
📘 Download Our Free eBook: bit.ly/Life_Asset_Ebook
🎥 Watch the Free On-Demand Webinar: bit.ly/4lnxFAI
📧 EMail: info@lifeassetllc.com
🔔' .
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
🔗 Stay Connected With Me.
Instagram: ift.tt/pwzTPGr
TikTok: ift.tt/9EDTxm3
Website: ift.tt/oMhPDJx
=============================
🎬Suggested videos for you:
▶️ www.youtube.com/watch?v=wBYONOKwE28
▶️ www.youtube.com/watch?v=S4Ka5V4j7A0
▶️ www.youtube.com/watch?v=Hfbu5OrqZ1I
▶️ www.youtube.com/watch?v=irvJmUdmKx8
▶️ www.youtube.com/watch?v=xyY1ADHzPrI
▶️ www.youtube.com/watch?v=ZGBgUdjP48o
▶️ www.youtube.com/watch?v=dosZ0JdegDE
▶️ www.youtube.com/watch?v=iU6MGgJ6U4s
=================================
✅ About Truly Diversified Podcast | Life Assets.
Welcome to Truly Diversified! I’m Ben Mohr, a former institutional retirement strategist with 20 years inside the financial system. I’ve seen how the wealthy build real wealth and why most advice keeps others stuck. This channel shares smarter, alternative strategies that break that cycle.
Through the Truly Diversified Podcast, I break down how to build income through life settlements, what true diversification looks like beyond just stocks and bonds, and why the smartest investors are stepping off the Wall Street hamster wheel. With the proper knowledge and strategy, you can invest like the ultra-wealthy.
For Business inquiries, please use the contact information below:
📩 Email: info@lifeassetllc.com
🔔 Hit subscribe & stay tuned for real-talks on smart retirement investing, alternative assets, financial independence,& build a truly diversified portfolio outside the market.
www.youtube.com/@LifeAssetLifeSettlements?sub_confirmation=1
=================================
#RothConversion #RetirementPlanning #WealthPreservation #FinancialFreedom #TaxStrategy #RothIRA #RetirementSavings #FinancialAdvisorTips #WealthManagement #MoneyMatters #RetirementWealth #InvestSmart #IRAInvesting #AlternativeInvestments #LifeSettlements #MoneyTips #TaxPlanning #MarketRisk #RetirementGoals #wealthbuilding
“Incredible IRA "HACK” For Paying Roth Conversion Taxes", “How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call”, “Should You Perform Roth Conversions While Working? | Roth Conversion 2022”, “Fixing 10 Common Roth Conversion Misconceptions (Costly Errors)”, “Should I Convert My Retirement To Roth?”, “Don’t Fall for these Common Roth Conversion Mistakes!”
www.youtube.com/shorts/ypfRBrEOOoU
via Truly Diversified Podcast | Life Assets
www.youtube.com/channel/UC8Y5TL4lE3dFKH16JNiC08A
August 16, 2025 at 03:30PM
via Truly Diversified Podcast | Life Assets ift.tt/YzVKWMi