“YOUR PEACE OF MIND RETIREMENT INCOME PARTNERS”
What is The Super Roth
“The Super Roth” is permanent indexed universal life insurance that can be used not only for the death benefit but to supplement your retirement savings. And unlike a Roth IRA that has income and contributions limits, there are no limits to how much you can fund your account. In addition, there are no 5 year rule like the Roth IRA and no 59 1/2 year rule that has a 10% penalty for accessing funds prior to reaching age 59 1/2. The Super Roth account is liquid upon the growth of your cash value account and if used for retirement, can be accessed tax free.
Why hasn't my financial advisor ever told me about this?
Reason 1: Most financial advisors don’t know that a super roth account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.
Reason 2: Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.
Reason 3: They don’t want to take a pay cut! In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost.
As a result, less than 0.07% of Americans have what we call a compound interest account set up—while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.
A Compound Interest Account with an IUL…
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You don’t pay taxes on growth or principal. Ever. ( This is 100% legal if your compound interest overfunded life insurance account is set up correctly, and structured according to current IRS tax-code.)
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Average historical returns of 5-7% annually. (Tax-free, and net of fees and costs)
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Your Compound Interest Account is GUARANTEED not to go backwards. (Lock in gains when the market is up, but suffer NO loss when the market is down)
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Your money is Liquid. (Take money out any time you want – for any reason – without penalty – WHILE 100% of your money continues to earn compound interest.)
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You are not required to report money you take out to the IRS. (The IRS doesn’t consider money taken out as ‘income’ – so there’s no tax. It's none of their business!)
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