No. of Recommendations: 1
Again, go read the blog post I linked to. The capped upside version of the strategy would cost, what, $50 a year in commissions? That looks like 5BP of expenses anually and you can collapse the structure any time you like and turn it into cash for the cost of the commissions on the options trades (maybe $50). How much mone would you leave on the table in the first 5 years if you cashed out of an EIUL policy? Ten grand? 15?
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.