• Are Roth IRA Alternatives A Good Idea?

  • Aug 5 2024
  • Length: 18 mins
  • Podcast

Are Roth IRA Alternatives A Good Idea?

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  • Summary

  • 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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