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Life Insurance as a standard part of taking care of your family is widely accepted as standard practice and a great idea. But inclusion into your retirement portfolio is likely the most underutilized and misunderstood tool in retirement. For a great insight, hear what Nationally recognized CPA expert and PBS host ED SLOTT shares about Life Insurance as a RETIREMENT STRATEGY
Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. His respected and awarded PBS broadcasts on retirement are
unparralled. Here Ed describes
the benefits of LIFE INSURANCE
in your retirement portfolio. Enjoy!!
Life Insurance as a Retirement Strategy gives a guaranteed income to your heirs and leaves a legacy, sure... but did you know that it also can GROW with the stock market, can be pulled from TAX FREE while you are still alive with no fees and ZERO RISK OF MARKET LOSS? That means an individual can put a portion of their portfolio into a Life Insurance Retirement Product and then either 1 of 2 things will happen. The individual dies and the payout to heirs is significantly higher than the original investment...
The individual continues to live a fulfilled life with the investment GROWING TAX FREE and can be withdrawn from for the remainder of your life without tax or social security penalty!!
And then when you ultimately pass away, your legacy and heirs still get the full benefit PLUS GROWTH, minus any withdrawals that were taken. And this legacy is with NO TAXES and NO LEGAL issues such as Probate.
You certainly will not get any of those benefits with a standard legacy from mutual funds, 401k, cash, or real estate.
Lucas Wealth and Retirement is your source for no fee insights in planning financially for retirement - Money Management Woodlands Texas - Financial Advisor Woodlands Texas - Investment Advisor Woodlands Texas - The Woodlands Retirement Advisor
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