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If you're going to use a small-cap index like the Russell 2000, you might want to pause and take into consideration why a good index fund company, like Lead, doesn't have any kind of funds that follow it. The reason is because it's a lousy index.
I haven't even attended to the straw man below yet, and that is the fact that it is reasonably rare that you actually have to pay either taxes or considerable payments to rebalance anyhow. Most intelligent investors rebalance as much as possible in their tax-protected accounts.
Decumulators can do it by taking out from possession classes that have done well. And obviously, nobody ought to be purchasing loaded mutual funds, ever before. Well, I hope messages like these assistance you to see via the sales techniques commonly used by "financial experts." It's truly also negative that IULs don't function.
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