Is It Time to
Convert Your IRA?


Check out this 8-page guide for a strategy gaining traction with some pre-retirees: “IRA-to-IUL Conversion Strategy: What to Consider.” The guide covers:


  • Why many traditional IRAs used to be converted into tax-free Roth IRAs — and why that may not make sense for every saver today
  • How placing funds from an IRA into an indexed universal life (IUL) insurance policy might help maximize the growth potential and tax efficiency of your overall retirement portfolio
  • And much more!

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