Retirement Plan Comparative Table

RETIREMENT PLAN COMPARATIVE TABLE TAX-FREE IULS VS. 401(K)S

 

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Free IULs vs. 401(k)scomparativechart

The Retirement Plan Comparative Table illustrates that Tax-Free is Better.  The Tax-Free IUL is more flexible.  Tax-Free penalty free withdrawals at any age for any reason.  Larger contributions are allowed, so it works better at a retirement catch up strategy.  It is also safer, as you don’t lose money when the markets go down.  Your qualified plans could be subject to substantial market risk.

Watch the Retirement-Toolbox Videos to learn more about the Tax-Free IUL.  It is also considered a Tax-Free Pension Alternative and Living Benefits Life Insurance.

The Tax-Free IUL is a life insurance policy with greater focus on living benefits than on death benefits.  The Living Benefits make it a great tax-free pension alternative.

 

 

 

 

 

 

 

 

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