Life Insurance Advice, Retirement Jason Little Life Insurance Advice, Retirement Jason Little

The 401(k) Trap: What Wall Street Doesn’t Tell You About IULs

Thinking about retirement but unsure if a 401(k) is your only option? In this post, we break down the key differences between a traditional 401(k) and an Indexed Universal Life (IUL) policy. From tax treatment and market risk to flexibility and long-term benefits, an IUL seems to have it all. Whether you're just starting to plan for retirement or rethinking your current strategy, this side-by-side comparison can help you make a more informed decision about your financial future.

Read More