Summerlin Benefits Consulting Q&AAnswer
Oct 23, 2024 - 11:50 AM
Tax-free options for retirees mentioned on the page include the use of Fixed Indexed Universal Life (FIUL) insurance policies. These allow retirees to access cash without paying taxes, offering protection against market losses while still benefiting from potential market gains. Additionally, strategies like premium deposit funds can help maximize returns for tax-free use. It is important to evaluate these options based on personal financial situations.
