Tax Apocalypse in Retirement Accounts

By Jacob Stern on June 11th, 2012

A recent Fox Business online article talks about how having all of your funds in tax-deferred accounts can be very detrimental to retirement.

One additional instrument that can be added to a person’s retirement portfolio is cash value life insurance. Because of the unique tax status of life insurance, a person can take out income tax free loans against the policy. Thus, with proper planning, a person with both tax deferred and tax free accounts can draw money out of the tax free accounts when taxes are high, and tax deferred accounts when taxes are low.

Contact Imeriti today to find out how you can take advantage of using tax free life insurance in a person’s retirement portfolio: 800.921.3100.

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The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.