EPISODE · Jun 18, 2026 · 26 MIN
IGO Ep. 22 | Divorcing the IRS from your IRA with Annuity Roth Planning
from IGO — In Good Order with Ben Braverman · host Ben Braverman
THIS EPISODE SHOULD BE WATCHED ON YOUTUBE https://www.youtube.com/watch?v=j0E1tRXy84kMost financial advisors overlook one of the most powerful tools for tax-efficient retirement planning: annuity premium bonuses. In this episode of In Good Order, Ben Braverman reveals how today's unprecedented yields and record-high bonuses can dramatically enhance your clients' Roth conversion strategies—saving them hundreds of thousands in taxes.Imagine converting $500,000 of qualified assets into a Roth account for a fraction of the traditional cost. Ben walks you through real case studies showing how leveraging premium bonuses from carriers like North American and Athene can create immediate, tax-free cash flows—sometimes for just a fraction of the taxes paid if done outright. You'll discover how to use these bonuses to offset taxes, enhance legacy planning, and optimize every dollar of your client's retirement savings.We break down specific tactics: partial vs. full Roth conversions, working with premium bonuses—fee vs. no fee—and how to navigate the ever-changing tax landscape with software tools and professional advice. Plus, Ben shares insights on how to identify ideal clients and structure conversions to maximize benefits while minimizing risks like Medicare surcharges and IRMA.Why does this matter? Because ignoring these strategies could leave millions in unnecessary taxes—while the right planning opens up a world of tax-free growth, legacy, and peace of mind. This episode is perfect for advisors eager to bring innovative, client-centric solutions to a market hungry for tax efficiency amid rising estate laws and changing regulations.If you're a financial professional committed to growth, tax optimization, and better client outcomes, this episode is your playbook. Gain the confidence and knowledge to turn mundane annuities into powerful tax-saving assets—making your practice more resilient, your clients wealthier, and your advisory game unstoppable.
What this episode covers
THIS EPISODE SHOULD BE WATCHED ON YOUTUBE https://www.youtube.com/watch?v=j0E1tRXy84kMost financial advisors overlook one of the most powerful tools for tax-efficient retirement planning: annuity premium bonuses. In this episode of In Good Order, Ben Braverman reveals how today's unprecedented yields and record-high bonuses can dramatically enhance your clients' Roth conversion strategies—saving them hundreds of thousands in taxes.Imagine converting $500,000 of qualified assets into a Roth account for a fraction of the traditional cost. Ben walks you through real case studies showing how leveraging premium bonuses from carriers like North American and Athene can create immediate, tax-free cash flows—sometimes for just a fraction of the taxes paid if done outright. You'll discover how to use these bonuses to offset taxes, enhance legacy planning, and optimize every dollar of your client's retirement savings.We break down specific tactics: partial vs. full Roth conversions, working with premium bonuses—fee vs. no fee—and how to navigate the ever-changing tax landscape with software tools and professional advice. Plus, Ben shares insights on how to identify ideal clients and structure conversions to maximize benefits while minimizing risks like Medicare surcharges and IRMA.Why does this matter? Because ignoring these strategies could leave millions in unnecessary taxes—while the right planning opens up a world of tax-free growth, legacy, and peace of mind. This episode is perfect for advisors eager to bring innovative, client-centric solutions to a market hungry for tax efficiency amid rising estate laws and changing regulations.If you're a financial professional committed to growth, tax optimization, and better client outcomes, this episode is your playbook. Gain the confidence and knowledge to turn mundane annuities into powerful tax-saving assets—making your practice more resilient, your clients wealthier, and your advisory game unstoppable.
NOW PLAYING
IGO Ep. 22 | Divorcing the IRS from your IRA with Annuity Roth Planning
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.