Have You Heard of the "Rich Person's Roth?" (LIRP)

Опубликовано: 12 Сентябрь 2026
на канале: Winston and Companies
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Roth IRAs are one of the best ways to minimize taxes. However, many people earn too much to qualify for a Roth IRA (single filers who make more than $161K and married couples who make more than $240k). In this video, Shane with Winston and Companies and Erin Kennedy talk through an alternative for those high earners known as the "Rich Person's Roth." However, it's not a retirement account, it's a cash value life insurance policy, which also offers tax-free growth and tax-free withdrawals.

If you'd like to speak with Shane to learn whether cash value life insurance makes sense for you, please call 602-456-1928 or visit www.WinstonandCompanies.com to set up a complimentary appointment.

#LifeInsurance #CashValueLifeInsurance #WealthManagment #Roth #RothAccount #TaxFree