Earlier in 2019, I wrote about some retirement legislation that was pending in Congress. Well, surprise, surprise—it passed recently. (Interestingly, the bill was languishing in congress until it was added to a 2020 spending bill and seemed to slip in under the radar.) It’s the most significant legislation since the Pension Protection Act of 2006…
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Some Thoughts on “Saving Retirement”
Some months ago, one of my favorite bloggers, Tim Challies, featured a link on his a la carte page to a Christianity Today (CT) article titled, “Saving Retirement.” I didn’t have immediate access to the article (it was behind a “paywall”), but I later acquired a copy. That magazine featured it on its cover with…
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Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?
In this article, we are going to consider what role, if any, whole life insurance might play in your retirement income plan. Although the death benefit is still in view, the focus here is on leveraging the cash-value (investment) component to help fund your retirement income stream. More and more retirement planning professionals are emphasizing…
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Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?
A reader recently asked me to take a look at a retirement planning (funding) method using permanent life insurance espoused by Nelson Nash in his book Becoming Your Own Banker. In addition to the life insurance benefit, the author discusses a “be your own bank” approach to funding major life purchases. He also recommends using permanent…
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