Roth IRA Rescue

Looking for a cutting-edge alternative strategy for wealth transfer? Concerned about taxes on your IRA distributions? Concerned about the risk associated with the stock market? Want to leave as much money as you can to your family?  Consider this Roth IRA Rescue service.

Under the IRA Rescue, you use IRA distributions to purchase a high grade individual universal life insurance policy. The death benefit and retirement income are tax-free. Loans from the insurance are used to pay taxes on the insurance premium.

Give Dugan & Lopatka Insurance Solutions, LLC a call to learn more.