
Your Own Criteria for an Ideal Investment
What would you want your money to do for you?How will what you do with money enhance the outcomes you need in life?
- Do you Want your Money to Grow Tax-Deferred
- Will you be able to use it Without Paying Taxes
- Will it be Taxed when you Pass Away
- Will it Create a Tax on your Social Security
- You want Competitive Returns Right
- Are High to Very High Contributions Allowed
- Are There Additional Benefits (i.e. Disability Income)
- Can It Be Used as Long-Term Care Insurance
- Can It Be Used as Collateral
- Is There a Stop Loss/Safe Harbor in Case of a Market Collapse
- Are there Guaranteed Loan Options for Anything
- Can You Borrow Against the Account at Net 0%
- Can You Make Unstructured Loan Payments
- Do You have Liquidity, Use, and Control of Funds All the Time
- Will It Create Additional Funding of Future Needs at Death
- Does It Have Lawsuit/Credit Protection
- Does It Prevent Your Taxes From Compounding
- Will It Increase Health Premiums/Lower Coverage in Obamacare
- Does It Postpone The Taxes and the Tax Rate on Entire Account