Aug
25
2017
By admin
This is an interesting paper which looks at how a relatively well-off retiree can avoid paying income taxes on Social Security taxes by taking out a loan against their life insurance policy (or, presumably against other assets).
Under scenarios studied, instead of making taxable withdrawals from their 401k, a couple could obtain similar "cash flow" by borrowing against their life insurance policy (or presumably other assets).
Click links below for more info: