Aug. 20, 2026
Episode 468: The T in TGIF: Tax Advantages of Bank On Yourself® – Taking Control Back from the Tax Trap
Apple Podcasts In this episode, we ask:
- What about stability and sanity?
- What about an insane question?
- Is there someone at the I.R.S. that you’re particularly in love with?
- Who is the largest beneficiary on your IRA upon death?
- Are you going to leave your IRA this way, now that you know the truth?
- How about an example?
- How do you get tax free access?
- What about a tax free legacy?
- How does this directly solve the problems?
- When will you pay taxes?
- How about an example of two retired brothers?
- What happens to a 401(k) upon death?
- Why is deferring taxes a good idea?
- Who benefits from this?
- What did Ed Slott say?
- What did Pamela Yellen say?
- What are the takeaways?
- What are the action items?
- What will your beneficiaries actually receive?
- Do you have the eyes of a Bank on Yourself® Professional?
- Would you like to meet with Mark or one of Mark’s associates?
