Retirees Concerned About Taxes…
USE THE "FOUND MONEY STRATEGY" TO ASSIST IN PAYING THE ROTH IRA CONVERSION TAXES!
Have you considered doing Roth conversions but can’t stomach covering or paying the taxes?
Convert Your IRA or 401(k) Into a Tax-Free Roth IRA with Fixed Index Annuities. No taxes on withdrawals, no hidden fees, no headaches.
Now is the time to take control of your future, protect your savings from taxes, grow your wealth, and ensure a tax-free legacy for your family. See how this strategy will work for your specific situation.
How It Works
1. Convert Your Retirement Account
We’ll help you convert your traditional IRA or 401(k) into a Roth IRA.
Immediately create up to an additional 20% in your IRA wealth.
We use the gains in your account to cover the conversion taxes.
2. Eliminate Taxes on Withdrawals
Once converted, all withdrawals from your Roth IRA are tax-free. You’ll never have to worry about paying taxes on your retirement savings again.
3. Grow Your Wealth Tax-Free
Your Roth IRA continues to grow tax-free for the rest of your life. And when you pass it on, your family won’t pay taxes on it either.
4. Protect Your Wealth From Future Tax Hikes
With tax rates at an all-time low, converting now helps you protect your wealth from future tax increases. Eliminate future Required Minimum Distributions (RMD's) from eating away at your savings.
No Tax, Legal or Investment Advice.
Nothing in the enclosed information should be construed as providing specific financial, investment, business, tax or legal advice. It is for educational purposes only.
For legal or tax advice concerning your specific situation, you should consult your attorney, accountant or tax adviser prior to making any decisions involving any actions regarding your retirement plan or regarding any information offered or contained herein. *Income 4 LTC would double the Income4 life amount for five years and would depend on the inability to perform 2 of the 6 activities of daily living. See product brochure for added details. Annuity guarantees depend on the financial strength and claims-paying ability of the insurer. Additional benefits and income guarantees may be available through riders for an extra premium. Rates can change without notice. The information on this website and in emails is for educational purposes only and is not a substitute for tax, legal, or accounting advice. By contacting us, you may speak with a licensed insurance agent and be offered insurance products for sale.