Max funding of a Life Insurance contract for tax advantaged retirement income
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Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.
Under consideration Suggested by: John White • Upvoted: 18 May • Comments: 5
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?
Dittos Nick Naseman!
Could you add guidance on picking the best IUL contract for tax-free income for life?
Please add this.
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.