Tag Archives: IUL

How Life Insurance Costs Compare to Securities for Retirement Planning

Cash value life insurance is one of the oldest financial tools available. It can be used to protect a family from the death of the primary earner, it can be used for estate planning, and the tax-advantaged buildup of cash … Continue reading

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The IUL Versus Qualified Plans for Income

The 400% Solution:   This may be the most important post I’ve added to this website. If you are making regular deposits in a “qualified” retirement program – a 401k, a 403b, 457, TSA, or traditional IRA – and IF … Continue reading

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IUL or 529?

What’s the Best Way for a Parent to Save Money for Their Child’s College Education? There are a variety of programs that offer tax benefits to help you save money for your kids college education. Some of them offer immediate … Continue reading

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Wall Street Math

  WALL STREET MATH By Michael Goodman On January 1, 1984, the S&P 500 stood at $164.93. Over the next 30 years, it grew to $1,848.36. The annual returns were: (read down the first column, down the second column, etc) … Continue reading

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