A life insurance retirement plan offers a different set of benefits than other retirement account options, but they come with ...

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

Quick ReadRobert chose the $4,800 single-life pension over the $3,900 joint-survivor option, redirecting the $900 difference ...

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.

Indexed universal life insurance (IUL) has certain benefits and drawbacks. Discover how the cash value of IUL grows with ...

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 ...

Insurance can minimize taxes, provide in retirement, solve estate issues, help in a business, and enable greater charitable ...

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 ...

On her podcast Women & Money, Suze Orman fielded a question from a listener named Jennifer, whose term life policies were ...

Two weeks after her 52-year-old husband died unexpectedly, a 54-year-old woman called Suze Orman’s podcast with the question ...

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.

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 ...