A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

Life insurance can be a valuable addition to your estate plan if you’re interested in leaving a death benefit behind for your loved ones. Some life insurance policies also offer the opportunity to ...

Interest rates tied to permanent life policies will adjust as market rates move A narrow but far-reaching federal tax law change tucked inside the year-end omnibus spending and coronavirus relief bill ...

Vincent Virga Discusses Roth Conversions on Steroids: How Retirees Can Combine Roth Strategies and Rule 7702 Planning in 2026 to Manage Long-Term Tax Exposure 2026 is an important year for retirees to ...