Tag Archives: Sequence of Returns Risk

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IUL vs. Taxable Brokerage Account: Which Is Better for Retirement Income?

Indexed Universal Life Insurance, Retirement InsightsBy Dr. Dylan Foster September 23, 2026 Leave a comment

IUL or taxable brokerage account? Compare taxes, liquidity, market exposure, policy loans, sequence risk, costs and retirement income before deciding where your next dollar should go.

How Does Sequence-of-Returns Risk Affect a Roth Conversion?

IRA / 401(K) Roth Conversions, Retirement InsightsBy Dr. Dylan Foster September 20, 2026 Leave a comment

Retiring into a bad market? Learn how sequence-of-returns risk can change the way you think about Roth conversion amounts, taxes, cash reserves, and portfolio withdrawals.