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?


Now there is an option to do a Roth Conversion without any out of pocket cost.

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.


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.