How to get the most from this tax-free source of retirement income
Glenn Daily, a fee-only insurance consultant, owns a whole life insurance policy.
Glenn DailyRoth IRAs and Roth 401(k) plans aren’t your only sources of tax-free income in retirement.
Say hello to so-called permanent life insurance — a policy with an interest-bearing account that’s known as cash value.
This cash value accumulates without being subject to capital gains taxes, and the interest…