You are here:

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

Advertisement


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.  


Retirement Planning

All Answers


Answers by Expert:


Ask Experts

Volunteer


Willard R. Brumbaugh, LUTCF

Expertise

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.

Experience

Ranked in the top 5 in retirement catagories at Askme.com 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


Education/Credentials
Life Underwriters Training Council Fellow

©2016 About.com. All rights reserved.