An IUL is designed for long-term wealth accumulation, 5 years or longer, not short-term goals.
If you’re planning to cancel it in the first 5 years and pull out all your money, this isn’t the right vehicle. Jumping through TEFRA, DEFRA, and TAMRA tax hoops for a short-term plan is a mistake.
For long-term strategies, IULs excel, offering liquidity, safety, and tax-free growth. Learn more in The LASER Fund! Claim your FREE copy at laserfund.com. Just cover shipping!
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