ATTENTION: AMERICANS WITH MORE THAN $250K IN RETIREMENT SAVINGS
Discover How Roth Rescue May Help Reduce Taxes in Retirement
Retirees and pre-retirees (ages 55–80) are turning to this strategy to help reduce taxes from RMDs and create more predictable, tax-advantaged income — all while keeping greater control of when and how they draw retirement income.
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 your Roth Rescue strategy is set up, your money may grow tax-deferred and could allow for tax-free withdrawals in retirement when structured under current IRS rules.
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 Strategy, You May Be Able To:
✅ Reposition heavily taxed retirement assets into accounts designed for tax-advantaged growth and potential tax-free income when structured under current IRS rules.
✅ Access product features that may help offset or reduce the taxes due at conversion, depending on terms and eligibility.
✅ Grow assets without direct market losses and access them tax-free in retirement if IRS qualifications are met.
✅ Support your legacy goals with planning strategies that can provide tax-advantaged transfers to beneficiaries.
✅ Reduce or eliminate RMD obligations by converting to Roth IRAs, helping you keep more control over when and how you draw income.
There Must Be A Catch, Right?
Every strategy has requirements — here are the two you should know:
1️⃣ Roth Rescue typically works best for retirees with $250,000 or more in qualified savings, though suitability depends on individual circumstances.
2️⃣ You can’t do it yourself — a state-licensed Roth Rescue Advisor must design your plan to ensure it’s structured according to current IRS rules and terms.
How It Works (3 Simple Steps)
Complete a quick survey
Answer a few short questions to see if Roth Rescue may be a fit.
Meet with a Licensed Roth Rescue Advisor
In a 15–20 minute call, an advisor will review your situation and determine suitability.
Review your options
If it’s appropriate, you’ll receive a personalized strategy showing how Roth Rescue could support your retirement goals.
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?
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.
Take The 30-Second Pre-Qualification Survey:
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 the Roth Rescue Advisor I am matched with 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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