ATTENTION: AMERICANS WITH MORE THAN $250K IN RETIREMENT SAVINGS

Why Are Wealthy Americans Rushing To Roth Rescue Their Retirement? 1

It’s True…You May Be Able To Rescue Your Retirement From RMDs and Taxes

I was so tired of paying more than my fair share, and now I have a significant amount of tax-free wealth because of the Roth Rescue team. 2, 7

Jacob E.

Now I never have to worry about RMDs again. Peace of mind! 2

John K.

We converted our at-risk retirement assets into a tax-free Roth and got our taxes reimbursed! We would definitely recommend Roth Rescue. 2, 7

John and Dianne P.

It’s True, Now Could Be The Best Time To Roth Rescue Your Retirement

Dear Reader,

The window of opportunity is closing fast

With taxes at historic lows and federal representatives attempting to eliminate this little-known “ROTH RESCUE” strategy...

Now is the best time to protect your investments and fund your future retirement.

Why is the Roth Rescue quickly becoming the go-to strategy for the nation’s elite?

It’s because there is a perfect storm on the horizon…

Government debt is spiraling out of control

Tax rates are at all time lows (they've been as high as 92%)

❌ Traditional retirement accounts make you take RMDs

❌ Your heirs are forced to pay taxes on traditional accounts

You might be saying, “I’ve heard of Roth Conversions before, and I don’t want to pay my taxes upfront.”

Well, there’s good news. 

With A Roth Rescue, you may qualify to have most of your Roth conversion taxes reimbursed (more on that later).

What Is A Roth Rescue?

Simply put...

It’s when you move money from a traditional retirement account (like a 401(k) or traditional IRA) into a Roth Rescue Account. 

But unlike traditional Roth Conversions (where you have to pay taxes on the converted amount), you can be reimbursed for most, if not all, of your taxes due on your Roth conversions.

Once in the Roth Rescue account, the money grows tax-free, and you can withdraw it tax-free in retirement. 7

It's a legal way to “pick your tax rate” and with rates at historic lows! 

And another nice benefit…with a Roth Rescue Account, there are ZERO minimum distributions (RMDs) as you age ... so you can avoid mandatory withdrawals.

With A Roth Rescue:

✅ You can convert heavily taxed & at-risk retirement assets into tax-free & guaranteed-to-grow Roth IRAs. 3, 4

✅ Qualify for investor bonuses that can entirely cover your taxes. 4

You don’t pay taxes on growth or principal. Ever. (This is 100% legal if your Roth Rescue Account is set up correctly and structured according to current IRS tax code). 4

✅ You can protect your legacy and your loved ones with tax-free inheritance solutions. 4

You’ll never worry about RMDs eating into your available funds and increasing your taxes. 4

There Must Be A Catch, Right?

Well, there's actually two...

The first catch - this strategy works best if you have more than $250k saved for retirement. 5

The second catch - you can't set it up yourself. You must speak with a Licensed Roth Rescue Advisor to set this type of account up. 6

What Are Americans Like You Doing To Prequalify For Tax-Free Income With ROTH Rescue? 7

You may prequalify for a Roth Rescue if you have more than $250k saved for retirement in a 401(k) or IRA.

However, there are a few more steps you must take.

To discover if you prequalify for the Roth Rescue, please complete the following:

What Is A Licensed Roth Rescue Advisor?

A Licensed Roth Rescue Advisor has earned a special license required by your state...

This is often different than your typical financial advisor.

This allows them to work directly with Pension Managers at A-Rated Pension Companies.

And allows them to be certified as a Licensed Roth Rescue Advisor.

Why Should I Schedule My Complimentary Roth Rescue Suitability Review Call? 8

Only 30% of prequalified Americans can actually implement a Roth Rescue.

There are legal restrictions like the types of accounts you have, and how long you've been funding them for.

To complete your qualification and provide a customized and personalized Roth Rescue, your Licensed Roth Rescue Advisor will need 5 - 15 minutes so they can determine if a Roth Rescue is suitable for you.

Like a mortgage, once you're pre-qualified, you need to speak with a banker.

This is no different.

Your Licensed Roth Rescue Advisor will be the first to tell you that a Roth Rescue will not work for you.

Don't wait, and begin the suitability process by completing the brief survey below.

** The Roth Rescue strategy works best if you have more than $250k in retirement savings **

Take The 30-Second Pre-Qualification Survey Below:

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Where should we send your match?

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Almost done! What's your name?

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Important: You'll receive your match after we verify your information

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* Must be your valid US mobile phone number. Mistyped or incorrect numbers will result in cancelation of your pre-qualification status.

For educational and informational purposes only. Roth Rescue does not provide tax, legal, accounting, investment, or financial advice.

Roth Rescue is a marketing website designed to educate consumers. It does not make product recommendations. Prospects who opt-in for more information may be referred to a state-licensed insurance agent who has paid a fee to receive the referral information. These independent agents are not employees of Roth Rescue and may recommend products over which Roth Rescue has no control.

All research, case studies, charts, and related content (“website content”) strictly refer to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.

Roth Rescue advertisements may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to the claims-paying ability of the underwriting insurance company.

Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future performance. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs.

This advertisement is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer.

Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.

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For additional information, please review the Terms of Use and Important Disclaimers on this website.

COMMUNICATIONS:

By providing the requested information and clicking “Submit”, I provide my signature expressly consenting to contact from Roth Rescue Advisor: Abi Prakash at the number I provided regarding products or services associated with Roth Rescue via live, automated or prerecorded telephone call, text message, or email (even if registered on the DNC). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.

We take your privacy seriously and will only send you messages related to the products or services you have requested, and we will not share your mobile number with any third-party organizations. We may send messages to you at a frequency that we determine to be appropriate, but you can opt out of receiving messages at any time by replying UNSUBSCRIBE to any message. Standard message and data rates may apply.

1 Roth Rescue” is a marketing name for a retirement strategy that may involve multiple financial products and is not a specific product or government program. “Rushing” is a marketing expression and should not be interpreted as a statement of actual client behavior or an indication of urgency to act.

2 Illustrative Client Experience: The statements shown are for illustrative purposes only and are not verbatim accounts from specific clients. They are based on feedback and experiences shared by multiple clients and are intended to demonstrate possible outcomes. Individual results will vary, and past experiences do not guarantee future results.

3 Guarantees are based on the claims-paying ability of the issuing insurance company.

4 Guarantees are based on the claims-paying ability of the issuing insurance company. “Tax-free” refers to qualified withdrawals from properly structured Roth accounts that meet applicable IRS rules, including holding periods and age requirements; non-qualified withdrawals may be subject to taxes and penalties. Protection refers to principal guarantees provided by certain fixed insurance products and does not apply to variable accounts or market investments. Growth potential in fixed indexed products is subject to contract terms and may be limited by caps, spreads, and/or participation rates, and there is no direct investment in the market. Any “cover your taxes” or similar reimbursement mechanism is provided through features such as product bonuses, which are subject to the terms and conditions of the issuing insurance contract and may be offset by product fees or adjustments.

5 Suitability varies based on individual circumstances; $250k is a general guideline, not a requirement.

6 “Licensed Roth Rescue Advisor” refers to licensed financial professionals authorized to offer applicable products or services.

7 ‘Tax-free’ refers to withdrawals from properly structured Roth accounts that meet current IRS rules, including holding periods and age requirements; non-compliance may result in tax consequences.

8 The suitability review is for informational and educational purposes only and does not constitute legal, tax, accounting, investment, or financial advice. Product availability, features, and benefits may vary by state and carrier.

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