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Retirement Planning/457(b) vs IRA: Federated Kaufmann


Carl Waren wrote at 2014-11-07 22:00:41
I think you have received advice that is "spot on". The small amount of tax you will be deferring today actually will cause you to pay much more at retirement. And when you compare that to getting it tax-free from a correctly structured life policy (specifically an Indexed Universal Life Policy) you will have much more spendable (after tax) income with the life policy.  

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Willard R. Brumbaugh, LUTCF


I have answered many questions regarding 401ks, IRAs and annuities as well as life insurance. I have been counselling against most Qualified Plans since 1994.


Ranked in the top 5 in retirement catagories at most of its last 2 1/2 years. Organizations I belong to: National Association of Insurance and Financial Advisors-California
Inland Empire Estate Planning Council

Life Underwriters Training Council Fellow

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