We break down the tax implications, advantages and downsides of using your cash value to supplement your retirement savings ...

Life insurance can be more than just a safety net for your family after you pass away – it can also serve as a retirement planning tool. Some policies build cash value that you can access in ...

It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

Please provide your email address to receive an email when new articles are posted on . A benefit of nonqualified plans is the flexibility they offer in terms of participation. In many states, cash ...

Many options are available when planning for retirement. Two popular options are life insurance retirement plans (LIRPs) and indexed universal life (IUL) insurance. Both offer a blend of life ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Choosing life insurance after age 50 can be challenging, especially as premiums rise and financial priorities change. The ...

Q: I’m planning to retire next year and am wondering: What should we do with our various types of insurance? A: Most of us begin at least thinking about retirement as we enter our 60s, and that’s an ...

It’s not easy thinking about retirement. Making the right choices now may ease you into your golden years. Choosing a life insurance retirement plan plays a role in your long-term financial strategy.

Life insurance should be a part of many people's retirement plans. However, it should never be your entire retirement income strategy. There is an array of people pitching crazy tax-planning ...