Looking at an indexed universal life policy, some get hung up on the fact that the IUL’s cap rate could be changed by the issuing insurance carrier. But the IRS also can change capital gains tax rates on clients' nonqualified investment accounts.
Looking at an indexed universal life policy, some get hung up on the fact that the IUL’s cap rate could be changed by the issuing insurance carrier. But the IRS also can change capital gains tax rates on clients' nonqualified investment accounts.