Tax-Free IUL vs. 401(k)…a 15 year look back of the S&P 500

Retirement-Toolbox LLC releases a series of educational videos on Tax-Free IULs, an IRS approved alternative to 401(k)s that cuts taxes and preserves capital. The Strategy has also been known to double, even triple after-tax retirement income.
PHILADELPHIA - June 18, 2014 - PRLog -- The power of not losing money when the markets go down is clearly revealed in this 15 year look back of the S&P 500 Index, from January 1999 through December 2013.  We compared an initial investment of $100,000 in a 401(k) invested in the S&P 500 index vs. $100,000 invested in a Tax-Free IUL Indexed to S&P 500 with 14% Cap and 0% Floor.

Bottom Line after 15 years, the 401(k) produced $8,300 Taxable  income vs. $23,000 Tax-Free Income produced in the IUL.  The 401(k) had $150,000 Taxable Assets vs. $254,000 Tax-Free Assets in the Tax-Free IUL.  During this 15 year look back, the Tax-Free IUL produced more than 4.5 times more after tax income than the 401(k). Video shows how the tax-free IUL works.

•      You don’t lose money when the markets go down!

•      Share in Market Upside when Markets go up, in this case up to a 14% cap.

•      Earn Reasonable Rates of Return!

•      Gains Locked In Annually, so you never give back profits previously earned.

•      Tax-Free Penalty Free Withdrawals at any age!

•      Tax-Free Income You Won’t Outlive!

More educational videos at

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