Using an index strategy IUL policy, 8% annual rate of return, 25% tax rate now and at retirement with yearly retirement savings or contribution of $5,000 ($417/month), the following table shows you how much will an IUL save you. Connie Dello Buono CA Life Lic 0G60621 408-854-1883 motherhealth@gmail.com
|
Years to save |
Index IUL |
Regular Taxable Investment account: IRA, 401K, pension |
Doing Nothing |
|
5 |
$31,680.00 |
$29,877.00 |
0 |
|
10 |
$78,227.00 |
$69,858.00 |
0 |
|
15 |
$146,621.00 |
$123,363.00 |
0 |
|
20 |
$247,115.00 |
$194,974.00 |
0 |
|
25 |
$394,772.00 |
$290,782.00 |
0 |