The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Strategy comparison S&P500 vs. IUL Date:  4/2/2013  3:19 PM
Author:  MurrayS Number:  71669 of 81371

FWIW I did my own simple spreadsheet with 0-12% cap using first of the year S&P prices back to 1950. I added 2% annually for dividends.

A single $1000 investment would be worth $280k using the S&P, $90k with the caps.

Seems to confirm the earlier results somewhat.

Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us