an indexed universal life (IUL) insurance account could be an option. IUL insurance has several benefits, including flexibility in premium payments, death benefit options and the ability to ...

IUL discussion/argument has a long history ... Conversely, annuities are designed to convert savings or other types of lump sum accounts such as a 401(k), individual retirement account or Roth ...

While IUL policies can be used to fund education ... Education savings plans, on the other hand, function more like ...

Also, there are significant tax advantages. The policy’s cash value grows tax-deferred, and policyholders can access funds through tax-free withdrawals or loans. So it’s no surprise that IULs are ...

Now, let’s discuss a different way to strategically move pre-tax assets into tax-free accounts, specifically the IUL. This involves slowly withdrawing funds from your 401(k) plan or traditional ...