In Part 1, we discussed the different types of LIRPs and their basic setup.
The Engines (Crediting Strategies) Within a LIRP
“CAP FOCUS” STRATEGY
THE CAP & ANNUAL LOCK IN
If the first 3 parts of this post disturbed you, we get it. So, what should we do?
We think you’re with us a far as how things breakdown, so we’re going to continue this example in summary form, as we did in Part 2.
In Part 1, we put forth an example of the full equation of saving for retirement with our example couple, Ryan and Jen.
How Much Does My 401K Save Me In Taxes? We're glad you asked.
Potential Equity Style Returns with Less Risk and Volatility
Much has been said about the wisdom of utilizing index portfolios/funds (whether mutual funds or ETFs) rather than managed portfolios due to the former’s lesser costs and its historical long-term over-performance over the latter.