Tag Archives: IUL

How Life Insurance Costs Compare to Securities for Retirement Planning

Posted on June 1, 2015 by Michael Goodman

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

Posted on October 21, 2014 by Michael Goodman

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?

Posted on August 15, 2014 by Michael Goodman

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

Posted on June 18, 2014 by Michael Goodman

  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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