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Tax Insight: For Tax Year 2014 and Beyond, THIRD EDITION by M.Casey Murdock

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CHAPTER 15

Retirement Investment Strategies—Alternatives

Non-Traditional Tax Strategies for Saving for Retirement

In addition to the traditional tax-sheltered retirement accounts discussed in Chapter 14, there are many alternative options available for individuals to invest for the future in ways that bring tax benefits. Excellent means of doing this are through Roth IRAs, Roth IRA conversions, and Non-Deductible IRAs as discussed in Chapter 10. Another way is through life insurance products, such as annuities and cash-value life insurance policies.

Some strategies are best for people who have already contributed the maximum amount available to them in the traditional retirement accounts. Other strategies are focused on finding alternative investments ...

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