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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
Posted in Life Insurance
Tagged 401k, cash value life insurance, IUL, life insurance costs
1 Comment
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
Posted in Life Insurance
Tagged 401k, 403b, 457, indexed universal life insurance, IUL, qualified plan, qualified retirement plan, TSA
6 Comments
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
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
Posted in Life Insurance
Tagged california, indexed universal life, IUL, life insurance agent, michael goodman, santa clarita
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