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Jeff Motske, CEO and Founder of Trilogy Financial, is an author, entrepreneur, and radio host. Every week, Jeff and his special guests provide timely and time-tested thoughts on financial matters in his radio show, “The Jeff Motske Show.” The show helps listeners turn theory into practical next steps which are proven to help anyone take the next steps toward financial independence.

Show date: May 18, 2019
Tools For Collaboration - Contributing to an unemployed spouse's IRA - Stretch IRA's and do you need them? - Love And Money: How to loan money to a son or daughter - David Willett, Vice President Of Wealth Planning at Trilogy Financial, joins Jeff in the studio.
“Stretch IRA” is a marketing term implying the ability of a beneficiary of a Decedent’s IRA to withdraw the least amount of money at the latest allowable time in order to maintain the inherited IRA assets for the longest time period possible. Beneficiary distribution options depend on a number of factors such as the type and age of the beneficiary, the relationship of the beneficiary to the decedent and the age of the decedent at death and may result in the inability to “stretch” a decedent’s IRA. Illustration values will greatly depend on the assumptions used which may not be predictable such as future tax laws, IRS rules, inflation and constant rates of return. Costs including custodial fees may be incurred on a specified frequency while the account remains open.
This information is not intended to be a substitute for individualized legal advice.

Show date: May 11, 2019
How To Pick An Attorney Or CPA - Picking the right type of protection - How retirees should prepare for a downturn in the market - Estate Planning: Blended families and estate planning - Trilogy Financial Advisors, Tom Elkins and Isaac Hansen join Jeff on the show.
This information is not intended to be a substitute for individualized legal advice. Trilogy Financial and LPL Financial do not provide legal advice or services.



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