Status Update

Kira S is on page 163 of 368

“If your money is not growing at a rare at least 4 to 6 percentage points higher than inflation, you face the possibility of outliving your income”

— Feb 02, 2025 03:40PM

Smart Couples Finish Rich, Revised and Updated: 9 Steps to Creating a Rich Future for You and Your Partner

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Kira’s Previous Updates

Kira S is on page 300 of 368

- Gap policy, if disability doesn’t cover everything
- Owner occupation policy for disability
- Long-term care five-year benefit with a six month waiting period upfront
- For long-term care make sure you find out what happens in the event. The company is sold or goes out of business.
- Page 237 for ETFs
- Don’t pull equity out of your home
- advisor public disclosure. Dually registered advisor - hybrid advisor

— Feb 03, 2025 06:53PM

Kira S is on page 300 of 368

- Check retirement date for 401k
- spillover clause to the trust
- Stretch Ira in living trust but don’t put retirement accounts in trust
- Portable life insurance
- Life insurance 6 to 20 times your annual spending needs
- Recommend level term policy 20 year
- Disability insurance, portable, and guaranteed renewable

— Feb 03, 2025 06:52PM

Kira S is on page 184 of 368

Stretch IRA in living trust but don’t put retirement accounts in trust

— Feb 02, 2025 09:41PM