About
Roth IRA
Supplement Your Roth IRA
Supplement Your Roth IRA
I help my clients set up a Roth IRA, as well as convert existing Traditional IRAs into Roth IRAs. I also help my clients with IRA Rollovers from their 401(k), 403(b), and 457 Plans, before converting to a Roth IRA. The current funding limit for Roth IRAs is $6,000 per year, or $7,000 if you're at least 50 years old. Funding must come from earned income.
Supplement Your Roth IRA
Supplement Your Roth IRA
Supplement Your Roth IRA
After maxing out your Roth IRA options, we use Cash Value Life Insurance that's specially designed to produce a tax-free retirement income. The current limits on these plans is usually 25% of your earned income, as much as 100% of your unearned income. Higher limits are negotiable on a case by case basis.
About Brent
Supplement Your Roth IRA
About Brent
Brent began his career in insurance in 1991 as a Career Agent with a large mid-western mutual life insurance company. In 1997, Brent started an independent life insurance brokerage agency, taking over a family-built book of business that dates back to 1922, including servicing policies issued in the 1890s.
Contact Brent
Call (800) 680-5596
Life Solutions, a Brokerage General Agency
Hours
Monday - Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - Noon
Sunday: Closed
