To get a real picture I need to take into account assets in all the accounts — and not slice and dice investment accounts. (moneycone.com)
You can use retirement account assets for qualifying even if you've not reached fifty - nine - and - a-half, the age at which you can freely withdraw funds. (themortgagereports.com)
Because investors make a trade - off of limited to no liquidity, the insurance company can invest the general account assets more aggressively, leading to a higher income stream. (planadviser.com)