Episode 104
IULs Are Not Perfect, but They May Have Their Place
December 18, 202413m 58s
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Show Notes
“Hey Mike, I’m getting pitched an IUL as a tax-free cash vehicle over doing IRA to Roth conversions. The growth potential is less than an IUL. What am I missing?” Discover when it may make sense to stick to funding your Roth IRA and when it may make sense to fund an Indexed Universal Life Insurance Policy (IUL).
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Topics
insurancelife insuranceIULindexed universal liferetirementretirement planningpersonal finance