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New Roth IRA or 403B after surrender index universal life
New Roth IRA or 403B after surrender index universal life Here's my questions: -surrender IUL good choice? -Roth IRA or 403B? -With Roth, Vanguard Target Date funds or something else? A financial planner suggested American Funds with aggressive options yielding 10% but he gets a 5%cut the first while on any new money we deposit. Leaning towards taking out the middle man and getting something myself. I'...
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