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If you're going to use a small-cap index like the Russell 2000, you might wish to stop briefly and take into consideration why a great index fund company, like Lead, does not have any type of funds that follow it. The reason is since it's a poor index.
I haven't even addressed the straw man right here yet, and that is the truth that it is reasonably uncommon that you really have to pay either tax obligations or substantial payments to rebalance anyway. The majority of smart investors rebalance as much as possible in their tax-protected accounts.
And of training course, nobody must be getting loaded mutual funds, ever before. It's truly also poor that IULs don't function.
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