EPISODE · Aug 5, 2024 · 18 MIN
Are Roth IRA Alternatives A Good Idea?
from Ice Blue Money · host Greg Carter & Danny Bullock
In this conversation, Greg, and Danny discuss alternative options to Roth IRAs that address long-term care. They explore the concept of using a Roth conversion alternative, such as an indexed universal life insurance policy, to create a tax-free savings vehicle with long-term care coverage. They emphasize the importance of planning for long-term care expenses in retirement and highlight the need to qualify for life insurance to utilize this strategy.
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Are Roth IRA Alternatives A Good Idea?
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