Many options are available when planning for retirement. Two popular options are life insurance retirement plans (LIRPs) and indexed universal life (IUL) insurance. Both offer a blend of life ...

Please provide your email address to receive an email when new articles are posted on . A benefit of nonqualified plans is the flexibility they offer in terms of participation. In many states, cash ...

When planning for retirement, financial decisions must balance security, growth, and tax savings. The Life Insurance Retirement Plan (LIRP) is a lesser-known yet powerful tool for retirement planning.

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Emerald Tide Financial reports that the plans span 356 client households, offering a look at how high-income families use permanent life insurance as an additional retirement-income strategy. Wilton, ...

You don’t have to choose just one. Life insurance and Roth IRAs can work in tandem to provide retirement income.

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...