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Alternative To A Roth IRA Thumbnail

Alternative To A Roth IRA

Business Owner Planning Executive Benefits Financial Planning Life Insurance Pre-Retirees Retirement Funding Tax Strategies Wealth in Waves Wealth Management


Hosts Josh Null and Will Steih of Gulf Coast Financial Advisors discuss an alternative for those that are unable to contribute to a Roth IRA because of income limits: permanent life insurance. Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan. The guys also discuss how the need for a death benefit should be one of the primary questions related to this particular strategy. 

If you would like to continue the conversation with Josh and Will about Roth IRA alternatives, please make an appointment on our website at https://gulfcoastfa.com/, or feel free to call 251-327-2124 or email jnull@gulfcoastfa.com