Max funding of a Life Insurance contract for tax advantaged retirement income

53 votes

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

Under consideration Suggested by: John White (15 Aug, '18) • Upvoted: 20 Sep • Comments: 5

Comments: 5

16 Feb, '21
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?
08 Aug, '21
Doug Alden
Dittos Nick Naseman!
12 Sep, '21
John Hansch
Could you add guidance on picking the best IUL contract for tax-free income for life?
05 Dec, '21
Robert Pyle
Please add this.
11 Aug, '22
Gary LoDuca
guidance 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.