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Terry's Current Plan, Proposed Plan, Both investment accounts lack…
Terry's Current Plan
Investments
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Roth IRA
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Many positions hold redundant positions (VUG, QQQM, XLK, Direct holdings, etc.)
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Proposed Plan
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Insurance
Indexed Universal Life
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Indexed Annuity
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No fee, compared to monthly fee in IUL
Add Long-Term Care Plan
Pay premiums from Personal Investment Account, not income
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Both investment accounts lack defensive allocations and are at risk of major loss in case of a market downturn
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