Editor’s note: This is part two of a two-part series about indexed universal life insurance and how it can be used in retirement planning. Part one was What Is Indexed Universal Life Insurance and How ...

When choosing where to set aside money for retirement, you need to weigh your options carefully. You’re likely going from one main income source to multiple smaller income sources when you retire. You ...

A Life Insurance Retirement Plan (LIRP) is a financial strategy using the cash savings from a permanent life insurance policy during the retirement years. Unlike term life insurance, permanent life ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

Our team collected more than 60,000 sample quotes from life insurance companies using unique user profiles to give readers an accurate view of pricing across competitors. We gather quotes for ages 18 ...

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...