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7702 Indexed Universal Life

Published Jan 20, 25
1 min read

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If you're going to use a small-cap index like the Russell 2000, you might want to pause and think about why a great index fund business, like Lead, does not have any type of funds that follow it. The reason is because it's a lousy index.

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I haven't also resolved the straw guy here yet, and that is the reality that it is fairly unusual that you in fact have to pay either taxes or substantial compensations to rebalance anyhow. A lot of intelligent investors rebalance as much as feasible in their tax-protected accounts.

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And of training course, nobody needs to be getting crammed mutual funds, ever before. It's actually too poor that IULs don't work.

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