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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