Annuities
backdoor roth IRA

What is a Backdoor Roth IRA?

A Roth IRA is very much the same as a traditional IRA, except you fund it with cash that has previously been taxed — which means there isn’t a tax break on the front end. In 2020, you can invest up to $6,000 each year, or $7,000 if you are age 50 or older, in…
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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 featured image

IRA to IUL Conversion | Similar to a Roth Conversion

Are you familiar with Roth IRA conversions? You can take advantage of the enormous potential of indexing to grow and develop your funds safely Take advantage of tax-free income via policy loans Take advantage of access to your funds without the impact of a market value adjustment. Create and leave a financial legacy for your…
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