Episode
Ep 437. What is an ILIT?
- Podcast
- Retire SMART Podcast
- Published
- Jul 3, 2026
- Duration seconds
- 570
- Processing state
not_requested- Canonical source
- https://connect92.podbean.com/e/ep-437-what-is-an-ilit/
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Summary
Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why should I do it, and who benefits from it? And even though David dislikes dishing out more taxes than necessary, why is he in favor of the ROTH IRA, where taxes are due upfront? David Brooks has answers to these questions in today’s Q&A episode.