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Author: synchronicityII Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76395  
Subject: Re: 7702 Private Plans (indexed universal life) Date: 3/31/2013 1:39 PM
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Why can't you use the simplest criteria?

~ Self-traded S&P 500 vs. IUL (with 12% cap)
~ January 1975 (age 28) to December 2012 (age 65) [37 years of systematic contributions]
~ Monthly contribution: $1,000
~ $10,000 initial contribution
~ Annual point to point


If you change this to 3,000 quarterly or 12,000 annual, this should be relatively easy to do. However, I'd need to know exactly how you would think to apply the 12% cap (monthly, quarterly or annual).

Alternatively, I can just pull data and hand it over to Rayvt, who has a lot more time than I do.

-synchronicity
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