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Fixed Universal Life

Published Feb 13, 25
1 min read

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If you're going to make use of a small-cap index like the Russell 2000, you might want to stop and consider why a great index fund company, like Lead, does not have any funds that follow it. The factor is since it's a poor index.

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I have not even resolved the straw male here yet, which is the reality that it is fairly uncommon that you really have to pay either tax obligations or substantial commissions to rebalance anyhow. I never have. Many smart financiers rebalance as high as feasible in their tax-protected accounts. If that isn't fairly enough, very early collectors can rebalance totally making use of brand-new payments.

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And of course, nobody needs to be acquiring packed common funds, ever. It's really too negative that IULs do not function.

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