Stay Wealthy San Diego

Indexed Universal Life Insurance (IUL) is all the rage right now. "10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income." These policies are confusing. And they sound WAY too good to be true. So to get to the bottom of it ... I bought one! I read the fine print. Did the math. And uncovered the ugly truth.  In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one. I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.  Over age 50? Need retirement + tax planning help?