Max funding of a Life Insurance contract for tax advantaged retirement income
Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.
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16 Feb, '21
Nick NasemanHighlighted comment
Could you also include a decision tree as to the kind of permanent policy to consider (whole life, IUL, etc), or should that be a separate suggestion? -
12 Sep, '21
John HanschCould you add guidance on picking the best IUL contract for tax-free income for life?
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11 Aug, '22
Gary LoDucaguidance on picking best IUL which Includes decision tree about taxable savings, pre-tax savings and tax-free savings. Should lead into how tax law changes (ex. 2026 reversion to 2017 brackets and rates) will affect future income.