Discover How Roth Rescue May Help Reduce Taxes in Retirement

Retirees and pre-retirees (ages 55–80) are exploring this strategy to potentially create more predictable, tax-advantaged income throughout retirement.

The Problem

Traditional retirement accounts like IRAs and 401(k)s are powerful tools — but they often come with hidden risks:

Required minimum distributions (RMDs) that increase taxable income
Exposure to future tax rate changes
Less flexibility in retirement planning

For many retirees, these challenges can significantly affect how much of their hard-earned savings they ultimately get to keep and enjoy during retirement. Accounts like IRAs and 401(k)s provide valuable tax-deferred growth, but required minimum distributions, tax law changes, and limited flexibility often mean that retirees face unexpected taxes, reduced income, or fewer options when they need funds the most.

The Roth Rescue Solution

What is Roth Rescue?

Roth Rescue is a strategy designed to help reposition part of your qualified retirement accounts in a way that may:

Reduce the impact of future tax increases
Provide tax-advantaged income in retirement
Increase control over how and when you access your money

This is not a one-size-fits-all product, but rather a suitability-based planning approach carefully tailored to each individual’s financial situation, retirement goals, and personal needs. The Roth Rescue strategy involves evaluating multiple factors—such as account types, age, income, and long-term objectives—to determine whether the approach is appropriate and how it may best align with the retiree’s broader financial plan.

How It Works (3 Simple Steps)

#1

Complete a quick survey

Answer a few short questions to see if Roth Rescue may be a fit.

#2

Meet with a Licensed Roth Rescue Advisor

In a 15–20 minute call, an advisor will review your situation and determine suitability.

#3

Review your options

If it’s appropriate, you’ll receive a personalized strategy showing how Roth Rescue could support your retirement goals.

Why Act Now

Current tax laws are scheduled to change in the coming years.
Acting earlier may provide more flexibility.
Many retirees find that even small adjustments today can help reduce lifetime tax exposure.

Don’t wait until required minimum distributions begin forcing you into higher taxable income.

For educational and informational purposes only. Roth Rescue does not provide tax, legal, accounting, investment, or financial advice.

Roth Rescue is a marketing website designed to educate consumers. It does not make product recommendations. Prospects who opt-in for more information may be referred to a state-licensed insurance agent who has paid a fee to receive the referral information. These independent agents are not employees of Roth Rescue and may recommend products over which Roth Rescue has no control.

All research, case studies, charts, and related content (“website content”) strictly refer to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.

Roth Rescue advertisements may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to the claims-paying ability of the underwriting insurance company.

Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future performance. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs.

This advertisement is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer.

Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.

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