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 ...

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

Using a life insurance policy with a cash value can provide another income stream during retirement. However, this is a more complex form of retirement saving that you’ll want to approach carefully.

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 ...

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

For high earners who have already maxed out their 401(k)s and IRAs, there is another vehicle for them to consider in growing their retirement savings: life insurance. “Assuming you are working with an ...

Monday could bring damaging wind gusts, with some storms capable of producing 65 to 75 mph winds. Isolated tornadoes are also possible. by Good Morning Washington WASHINGTON (7News) — Jacqueline ...

The biggest risk for many during their retirement years is running out of money. That’s the core issue that longer life expectancies create. Longevity risk, or the chance that savings don’t last as ...

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 ...