Ep 437. What is an ILIT? episode artwork

EPISODE · Jul 3, 2026 · 9 MIN

Ep 437. What is an ILIT?

from Retire SMART Podcast · host Retire SMART LLC

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.

Episode metadata supplied by the publisher feed · Published Jul 3, 2026

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Ep 437. What is an ILIT?

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