Monthly Archives: June 2011

Does Deferring Taxes to Retirement Make Sense?

Does Deferring Taxes to Retirement Make Sense? One of the basic premises of putting money into a tax-deferred vehicle like an I.R.A. or 401(k) is that you are likely to be in a lower tax bracket after you retire.  The … Continue reading

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Why Move Your IRA/401K To An Indexed Universal Life Account

Should you move your IRA or 401(k) to an indexed universal life insurance account?  The answer may surprise you.

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How Indexing Works With Indexed Universal Life

Indexed universal life offers participation in the growth of the stock market when the market goes up, but eliminates the harm when the market goes down.

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Retiring Boomers Find 401K Plans Fall Short

Will Your Retirement Savings Account Provide Enough Income? by E. S. Browning (provided by The Wall Street Journal) The 401(k) generation is beginning to retire, and it isn’t a pretty sight. The retirement savings plans that many baby boomers thought … Continue reading

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