What Is The Ideal Investment
If one was to ask “what is the ideal investment? Most people
would answer the following:
- High Returns
- Tax Free or Tax Deferred
- No risk
- Predictable Returns Guaranteed
- Liquid
- Low or No Fees
|
Here Is How The Various Vehicles Stack Up
|
Potential
High Returns |
Tax Free or Tax
Deferred |
No Risk
|
Predictable Returns – Guaranteed |
Liquid
|
Low or No Fees |
CDs |
N |
N |
Y |
Y |
Y |
Y |
Annuities |
Y |
Y |
Y |
Y |
Y |
Y |
Indexed Universal Life Ins (IUL) |
Y |
Y |
Y |
Y |
Y |
Y |
Stocks |
Y |
Y |
N |
N |
Y |
N |
Mutual Funds |
Y |
Y |
N |
N |
Y |
N |
Bonds |
N |
Y |
N |
N |
Y |
N |
Real Estate |
Y |
Y |
N |
N |
N |
N |
Precious Metals |
Y |
Y |
N |
N |
Y |
N |
|
AND THE WINNER IS – Drum Roll Please
!!
ANNUITIES & IUL