📋 Select Vehicles to Compare
Choose 2-4 financial vehicles to see how they stack up against each other.
Indexed Universal Life (IUL)
Tax-free retirement income through policy loans. Includes 0% floor protection and death benefit.
Tax-Free Income
Traditional 401(k)
Tax-deferred growth with employer matching. Taxable distributions and RMDs at age 73.
Tax-Deferred
Roth IRA
Tax-free growth and distributions. No RMDs. Income limits and $7,000 annual contribution cap.
Tax-Free Income
Taxable Brokerage
No contribution limits. Annual tax drag on dividends and capital gains. Maximum flexibility.
Taxable
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