Retirement Income: Which Accounts to Tap First

Retirement Income: Which Accounts to Tap First

Retirement Planning Retirement Income: Which Accounts to Tap First Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. A basic tenet of tax planning is to put...
What is a “Safe Money” Contract?

What is a “Safe Money” Contract?

How Safe Is My Money with a Life Insurance Company vs. a Bank? Many times we are asked, “Is my money safe with an insurance company?”  It’s a legitimate question.  After all, you are entrusting your money to an insurance company for 10, 20, 30 years or more, and even...