Frequently Asked Questions

If you have any questions and would like more details please contacts us to speak with one of our financial professionals. 

A life insurance retirement plan is a permanent life insurance policy that uses the cash value component to help fund retirement. LIRPs mimic the tax benefits of a Roth IRA, meaning you don’t pay taxes on any withdrawals after you are 59½ years old and cash gains are tax-deferred

A required minimum distribution is a specific amount of money a retiree must withdraw from a tax-deferred retirement account each year after age 72.