901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.
Radical Personal Finance
00:00
How Can I Serve You Today?
Alan, welcome to the show. How can I serve you today? Hi, Joshua. Looks like you're having an issue with your mute button. We move on to Tim in Pennsylvania. He asked why his older accounts showed no dividends for 2022. Alan: The reason that dividend dropped this year is due to the index protection benefit and the scheduled debt benefit increase on the anniversary.
Play episode from 25:18
Transcript
