Roth IUL

Life/Disability, Long Term Care, Financial, Retirement Plans
States: All US, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia

About

“Roth” has been synonymous with “tax-free” since the mid to late 1990s. It was originally developed as a way to accumulate retirement money that would not get taxed as the Roth owner turned the corner into retirement. The idea is based on the fact that every other retirement vehicle such as a 401K, 457b, 403b, and traditional IRAs, all have one thing in common…they are all taxed as the money is removed. Furthermore, not only is the “growth” taxed, but 100% of the principal is subject to Federal and State income taxes. Historical trends demonstrate that taxes will be increasing in the years to come.

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“Roth” has been synonymous with “tax-free” since the mid to late 1990s. It was originally developed as a way to accumulate retirement money that would not get taxed as the Roth owner turned the corner into retirement. The idea is based on the fact that every other retirement vehicle such as a 401K, 457b, 403b,... read more