Max funding of a Life Insurance contract for tax advantaged retirement income - Suggest a Flowchart or Checklist

23 votes

Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.

Suggested by: John White (15 Aug, '18) • Upvoted: 16 Feb • Comments: 1

Under consideration

Comments: 1

16 Feb
Nick Naseman
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?