Indexed Universal Life
With Tax Free Retirement Income
A Creative Roth IRA Alternative
While Roth IRAs are a popular way to save for retirement, there are alternatives that may provide additional benefits that are very attractive. One alternative vehicle is Index Universal Life Insurance.
- Non tax deductible contributions
- Self-completing at death as entire death benefit is paid income tax free.
- Can access a discounted portion of the death benefit for critical or chronic illness
- Tax free retirement income via policy loans.