529 Plans

7702 Plans vs. 401(k)s [Top Pros and Cons of Each]

Comparing IRC 7702 vs 401k and 529 plans Which of these vehicles – if any – belong in your financial plan? When it comes to retirement planning, many people are familiar with the more “traditional” avenues, like employer-sponsored 401(k) plans and Individual Retirement Accounts, or IRAs. But there are some additional options that a lot […] Read more

College Saving and Funding with 529 Plans vs High Cash Value Life Insurance

The following is the complete transcript of our webinar titled College Saving and Funding with 529 Plans vs High Cash Value Life Insurance. We have incorporated back links into the transcript where appropriate so our readers can dig a little deeper into the concepts and ideas discussed here. Steven Gibbs: Thank you all for joining […] Read more

529 Plan vs Life Insurance for College Savings [Advantages & Disadvantages of Both]

If you search the internet for comparing life insurance vs. 529 plan for college savings, and in particular whole life insurance, you’ll find polarizing viewpoints. Half of the resources love whole life insurance as a vehicle to save for college, and provide compelling arguments. The other half suggest that whole life insurance is not ideal for […] Read more

I&E was created by a group of estate planning legal professionals and life insurance agents who, after spending years working for various groups, including larger nationwide insurance brokerages, realized that people really do appreciate being able to find affordable life insurance policies and other related products and strategies from the comfort of their very own home.

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Disclaimer: Life insurance policies are not investments and, accordingly, should not be purchased as an investment. In addition, by using this website, I confirm that I understand and agree to the applicable Privacy Policy and Terms of Service. I understand that by calling the phone number above I will reach a licensed sales agent. 14362 N. Frank Lloyd Wright Blvd, Suite 2151, Scottsdale AZ 85260. InsuranceandEstates.com is a free information source designed to help find insurance coverage. We compile our data from multiple sources, which includes the government, non-profit and private sources. The rates and information displayed are for informational purposes only and should not be construed as advice, consult, or recommendation. For specific plan details and further information, contact carriers directly.

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