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Tag Archives: Max Out 401k Before IUL

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Retirement saver deciding whether a 401(k) or IUL should come first based on employer benefits, insurance needs, cash flow, and long-term goals.

Should You Fund an IUL Before or After Maxing Out Your 401(k)?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan FosterSeptember 24, 2026Leave a comment

Should you max out your 401(k) before funding an IUL? Compare the employer match, taxes, Roth options, liquidity, insurance need and projected retirement income before deciding where the next dollar goes.

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