Financial Pathway
Financial Pathway
Nate Skelly
181. AMA - IUL's, Tax-free Gifts to Pastors, Safe Withdrawal Rate in Retirement (Re-release)
50 minutes Posted Jun 10, 2025 at 6:00 am.
Here's an "ask me anything" episode I did last year at this time. How often should I reevaluate my investment strategy?
How much can I safely withdraw from my retirement account?
Can churches give a tax-free gift to their pastor at retirement?
Law of diminishing returns in your personal finances
When is it ok to withdraw from my IRA?
Thoughts on IULs (indexed universal life insurance)
0:00
50:13
Download MP3
Show notes
Here's an "ask me anything" episode I did last year at this time. How often should I reevaluate my investment strategy? (1:30)How much can I safely withdraw from my retirement account? (6:48)Can churches give a tax-free gift to their pastor at retirement? (15:50)Law of diminishing returns in your personal finances (21:56)When is it ok to withdraw from my IRA? (32:34)Thoughts on IULs (indexed universal life insurance) (38:18)Links:https://www.clergyfinancial.com/is-a-pastors-retirement-gift-taxable/https://pastorswallet.com/are-gifts-to-retired-ministers-taxable/https://www.honestmath.com/iul