A 64-year-old widow faces a series of high-stakes financial decisions all at once: when to claim Social Security, how to ...

We break down the tax implications, advantages and downsides of using your cash value to supplement your retirement savings ...

It’s not easy thinking about retirement. Making the right choices now may ease you into your golden years. Choosing a life insurance retirement plan plays a role in your long-term financial strategy.

Life insurance is a contractual agreement between an individual (the policyholder) and an insurance company. Under the contract, the insurer promises to pay a designated beneficiary a sum of money ...

Life insurance isn’t exactly the most exciting part of financial planning, but it’s one of the most important. For many people heading into or already in retirement, it becomes one of the most ...

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 ...

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 ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Karen Lauer's husband died without a will. On top of the grief of losing the person she loved, Lauer's ...

Life insurance should be a part of many people's retirement plans. However, it should never be your entire retirement income strategy. There is an array of people pitching crazy tax-planning ...