Episode 67: Fixed Indexed Universal Life (FIUL) Insurance or ROTH
Aug 12, 2021
We will compare Fixed Indexed Universal Life to ROTH regarding tax savings, stock market risk, and additional benefits. This is the best way to truly compare the two instead of looking at only one aspect over a short period of time. Since both of these options create tax free income for retirement, which one meets more of your retirement goals and objectives?
Here are just a handful of the things that we'll discuss:
- Since these are both long term strategies, look at fees over a 10-year period or more.
- FIUL gives you upside stock market participation while protecting from market risk and downturns
- FIUL gives your loved ones a tax-free death benefit
- Can a stock market investment give you Long Term care benefits?
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