History of the Tax-Free Pension Alternatives vs. 401(k)…a 15 year look back of the S&P 500.
A 15 Year Look Back: $100,000 Initial Investment S&P 500 Index vs. Tax-Free Pension Alternative Indexed to S&P 500 With 14% Cap and 0% Floor.
Bottom Line after 15 years $8,300 Taxable 401(k) income vs. $23,000 Tax-Free Income in the Pension Alternative.
$150,000 Taxable 401(k) Assets vs. $254,000 Tax-Free Assets in the Tax Free Pension Alternative.
During this 15 year look back, the Tax Free Pension Alternative produced more than 4.5 times more after tax income than the 401(k).
Video shows how the tax-free pension alternative works. No downside risk. Gains are locked in annually. Share in market upside up to a 14% cap.
The Tax-Free Pension Alternative is also known as Tax-Free IUL and as Living Benefit Life Insurance.