The following is a list of reasons to consider a fixed-index universal life (IUL) insurance policy as a Roth IRA conversion alternative. Self-completing death benefit: This is an insurance product ...
While the Roth conversion into an individually owned ... you will need to be insurable to purchase the policies. Is an IRA-to-IUL conversion strategy sound? For many, the answer is yes, but ...
Then you have the backdoor Roth IRA. If you earn over a certain ... principal protection while methodically funding the IUL to achieve the IRA-to-IUL conversion strategy. Pension hedge against ...
IUL discussion/argument has a long history ... lump sum accounts such as a 401(k), individual retirement account or Roth IRA, into a predictable income stream your clients will not outlive.
The following is a list of reasons to consider a fixed-index universal life (IUL) insurance policy as a Roth IRA conversion alternative. Self-completing death benefit: This is an insurance product ...
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