Annuities
fixed indexed annuities

Fixed Indexed Annuities for Beginners

A fixed index annuity is an investment product that offers three guaranteed benefits for investors: The account will benefit from gains in the stock market You are guaranteed a minimum rate of return by the insurer Your investment is protected if the market goes down If you’re like most people, you may be thinking that…
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Roth IRA

What is a Roth IRA and How can It Help Me?

A Roth IRA is a distinctive investment product that has been approved by the government and offers tax-free withdrawals because your contributions have already been taxed. This investment has proven to be a legitimate long-term savings solution, particularly for young adults who are generally in a lower tax bracket now but will be in a…
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IRA to IUL conversion

IRA to IUL Conversion | Similar to a Roth Conversion

Are you familiar with Roth IRA conversions? Let us examine the IRA to IUL conversion. Depending on your individual circumstances, converting your IRA or 401k to an IUL can be a very solid strategy.  We are currently enjoying President Trumps, Tax Cuts and Jobs Act that was signed in Dec of 2017.  These tax cuts…
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