Funding Retirement
Primary Risks
Unknown Income Tax Rate - While funding or during distribution
Loss of Principle - Market corrections or investment losses
Sequence of Returns - Timing of market corrections
Correctly Designed Max Funded IUL
- No contribution limits
- Tax free growth
- Tax free income at retirement
- Tax free access to cash without penalty
- No RMDs
- Protection from market volatility
- Access to death benefit in event of serious illness
- Pass on money to heirs income tax free