401k Rollover: Should You Choose an IUL or Annuity? 401k rollover decisions are important when changing jobs or preparing for retirement. Depending on your former employer’s plan, you may be able to leave your savings where they are, move the money to a new employer’s plan, complete a direct rollover…
IUL Retirement Planning: Reducing Investment Risk Near Retirement
IUL Retirement Planning: Reducing Investment Risk Near Retirement IUL retirement planning may provide an additional way to manage financial risk as retirement approaches. When we are young, we generally have more time to recover from market downturns. A decline can still be unsettling, but an investor with several decades before…