How To Make Your Own Retirement Plan?

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    David RacichPRO
    Fountain Hills, Arizona
    If you are in a low tax bracket you may consider using a non-qualified retirement plan that uses life insurance and/ or annuities. Although these products have their own policy expenses and surrender charges, the are generally more flexible than a qualified plan, especially a life insurance policy designed to maximized cash values.
    Answered on July 21, 2013
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    Paul Bunting
    Benefits Advisor, 401 Benefits Services Co, Fort Lauderdale, Fl 33304
    While I was in High School, I played sports. We had a great football and wrestling program. While I would like to believe the reason it was so great was because of yours truly ... That would be untrue! Point being, it was great coaching that created a great team and great success. You can certainly 'create your own awesome retirement plan' - but wouldn't it make sense to do so, with the help of great coaches? I think so!
    Answered on October 22, 2015
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