Imagine transitioning your retirement savings from tax-heavy IRAs or 401(k)s into a vehicle that not only protects your money from market downturns, but can also significantly enhances its growth—tax-free.
Even if you’re near retirement, it’s possible to do a strategic rollover from IRAs and 401(k)s into Indexed Universal Life (IUL), get the taxes over and done with, and set yourself up for tax-free growth and access to tax-free income from that point forward.
We’ve helped clients go from the highest tax bracket down to a 0% tax bracket with strategies like these.
Contact us to explore how you can maximize your retirement, claim your free copy of my book (you just cover the shipping), and connect with an IUL specialist. #shorts
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