Today we are back with David Befort, the CEO of Max Performance Financial. We find that many of our clients are using 529 plans to prepare for their children's future, but is this the best option? In this episode, we'll highlight the limitations of 529 college savings plans and the potential issues pilots face when using them. We'll then discuss some advantages of IBC, or the infinite banking concept, such as flexibility, penalty-free access to funds, an absence of market volatility, guaranteed growth, and the ability to use the money for any purpose. Stay tuned to learn more about the IBC and how it could benefit you!
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/
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An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.