Utilizing Your Income, Checking and Savings - ABS Insurance Group

Utilizing my Income, Checking and Savings

Roth IRA for High Income Earners

  • Utilized by High Income Earners who are Max Funding their 401(k)/403(b)
  • Individuals earning more than $138k or Married Couples earning more than $218k – YOU ARE NOT ELIGIBLE TO OPEN A ROTH IRA
  • Tax Loophole allows you to use a Variable Universal Life or Indexed Universal Life insurance policy as a ROTH IRA
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