The goals of most investors — big or small — are the same. They want to get a reasonable rate of return, protect their investments, take the best advantage of tax code and have some flexibility with ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Lea Uradu, J.D., is a Maryland state ...

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.

A 7702 plan is a tax-advantaged life insurance policy and is named based on the Internal Revenue Code that spells out how cash value life insurance policies retain their tax-advantaged status.

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

The Motley Fool's retirement expert gives his opinion of 7702 retirement plans, and how they compare to a more traditional IRA. In this video, as part of The Motley Fool's "Ask a Fool" series, Robert ...

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 ...