Is an ETF (stock) in an insurance package the BEST for retirement planning?
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ETF policies, i.e. ETFs/stocks wrapped in insurance, are currently all the rage. But are these products worth it given the costs, given the potential tax benefits? That's exactly what we'll look at in this video about finance and retirement planning.
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00:00 Intro
01:12 What is an ETF policy?
05:48 Taxes on ETF savings plans
08:10 Taxes on ETF policies
12:16 Cost comparison
19:42 Individual cases & my assessment
28:02 Conclusion
The statements, comments, and other content contained in this article, even if individual issuers or financial instruments are mentioned, are not to be understood as investment advice and do not constitute, directly or indirectly, a recommendation or solicitation to buy, hold, or sell a financial instrument, or advice in this regard.
Disclosure due to potential conflicts of interest: The author is invested in the following securities or underlying assets discussed at the time of publication: MSCI WORLD ETF, MSCI EM ETF, Omega Healthcare, Realty Income
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