The New Rules of Retirement Saving | Stonewood Select

CHAPTER EIGHT

Eliminating Structural Risk

F

irst, let’s look at how IUL can address your structural risks. Remember that checklist my daughter and I created? The one that shows what an ideal retirement savings strategy

should have? Let’s add IUL to the mix and see how it performs.

401(k) / IRA

Roth 401(k) / IRA

Savings Ac- count

Money Market Fund

Indexed Univer- sal Life (IUL)

Meaning- ful growth Protection from bad markets Tax-free income Flexibility Low fees

X

X

X

X

X

X

X

X

X X

X X

X

Pretty amazing, right? That’s what I thought. My daughter, Rebecca, wanted to know more. “How on earth can it do all those things?” she wanted to know.

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