Discussing the Covid-19 Relief Bill, the CARES Act with Randy Newton

EP111 | Discussing the COVID-19 Relief Bill, the CARES Act with Randy Newton

Subscribe: Apple Podcasts | Android | Email | Google Podcasts | Stitcher | Spotify | RSSTalking the ins and outs of the new Federal Coronavirus Relief Bill, the CARES Act. In this episode, we chat with Randy Newton, CPA and Partner at Lodestar Tax & Accounting, PLLC.  Randy is a licensed certified public accountant in North Carolina and…

1035 Exchange

A Quick Guide to a 1035 Exchange

What if there was a way to increase the death benefit and reduce the premiums on an in-force life insurance policy?  How do you upgrade to a better life insurance policy without losing your investment? If you cash out your old policy, you may owe taxes on those funds, even if you take out a…