看看美国著名的CPA 退休计划专家Ed Slott解释为什么要买IUL

来源: 2019-05-23 17:12:13 [旧帖] [给我悄悄话] 本文已被阅读:

Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. [1] 

Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal. Ed is a past recipient of the Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City. 

这个是关于Ed Slott的介绍。看看The Wall Street Journal, Mutual Funds Magazine杂志对他的评价,毫无疑问,他是专家。那么他为什么推荐IUL呢?

美国的保险产品所收费用都是上报政府登记了的不能随便叫你改的,不管你是属猫的还是属老鼠的AGENT,你没有能力收取更多的费用。在这个论坛混了这么多年的人,还是要相信美国的健全的金融体制的。不然就别在美国做投资了。