Tax-advantaged income with life insurance policy loans and retirement strategies

By Steve Savant

Ash Brokerage Corporation


Many baby boomers are now considering working until age 70 to contribute more money to their retirement plans and delaying taking Social Security benefits to maximize income. Some baby boomers are using their life insurance tax-advantaged income during the transition period of conventional retirement between age 62 to age 70. Steve and Ken discuss the strategies and tactics of retirement and Social Security planning.