Jul 3, 2026 · 10 min · 5 segments
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…
David BrooksHostChip MaxwellHostThis is Chip Maxwell, and you're listening to the Retire Smart podcast with David Brooks.
Am I able to schedule the 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 given that 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.
The responses in our question and answer segment are for educational and entertainment purposes only and are not personalized financial investment or legal advice.
Please consult your own financial advisor before acting on any information discussed.
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