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Top 4 Reasons To Make Your IRA or 401k Tax Free

Top 4 Reasons To Make Your IRA or 401k Tax Free

Anthony Cottone

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Contact: 561-929-1668 or text



The Retirement Planning Institute has examined many investments and feels it has found a solid approach to use for converting retirement assets into a tax-free Roth IRA.  Our Roth Magic strategy will make your retirement assets tax-free by converting your IRA or 401(k) to a Roth IRA.  

1. Eliminate hundreds of thousands in taxes during retirement

2. Eliminate Tax on Social Security Income

3. Eliminate RMDs

4. Pass Tax-Free account to heirs


A Equity Index contract with a signing bonus could be just the ticket to kickstarting your guaranteed retirement income. The bonus will help cover the conversion costs and in most cases you will actually be ahead of where you are with Roth Magic Strategy.


Top 4 Benefits Why Using A Bonus Investment Contract Makes Sense When Converting

Benefit #1 New Bonus Contracts Can Help Cover Tax Conversion Loss

New contracts have signing bonus to help cover the conversion tax loss creating a more pain-free path to a Tax-Free account

Benefit #2 New Contracts Have Strong Historical Performance

New contracts now have stronger interest crediting methods with historical average returns of 5% - 10% and have out-performed the S&P 500 index over the last 20 years in some cases.

Benefit #3 No Chance of Principal Loss in Down Market Cycles

New contracts guarantee no risk of principal loss during down markets?

Benefit #4 Income and Death Benefit Guarantees

New contracts have income and death benefit guarantees with no contract fees.



Why the Retirement Planning Institute

The Retirement Planning Institute believes that the Tax-Free conversion opportunity is severely misunderstood and underutilized and requires a new look from a fresh perspective. 


It is evident that most everyone should bite the smaller caliber bullet early on and convert to reap the rewards of Tax-Free growth and income while dodging much larger tax consequences keeping Qualified Funds. 


For more information about this new strategy and a free customized conversion illustration please schedule an appointment with one of our highly trained financial professionals at www.RothMagic.com


Contact Info:

Anthony Cottone

Twitter

LinkedIn

Facebook

Contact: 561-929-1668 or text

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