The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Strategy comparison S&P500 vs. IUL [rev 1] Date:  4/8/2013  5:57 PM
Author:  sykesix Number:  71839 of 78166

Heaven help you if you prove to be exceptionally adroit on the accumulation side inside your IRA. Apparently that is verboten.

Verboten according to who? As I understand the proposal, you would be required to take distributions down to $3MM. You'd get to keep the money, but the money would not longer compound tax free until withdrawal. So you'd lose the tax advantage designed for lower and middle income people--which you obviously aren't if you have that much money. In othe