Latest / Tax Rep Network with Eric Green
The “Super Roth” Strategy: The Tax Loophole Most Accountants Miss With Rick Wells And Doug D’Andrea
What if your highest-earning clients could put away more money, grow it tax-deferred, and potentially access it tax-free in retirement—even when they make too much to contribute directly to a Roth IRA?
Eric Green sits down with Rick Wells and Doug D’Andrea of Baystate Financial to reveal one of the most overlooked tax planning strategies available: using Variable Universal Life (VUL) insurance to create what Eric calls a “Super Roth.”
They break down how the strategy works, why high-income earners and business owners should know about it, how to avoid the Modified Endowment Contract (MEC)…
The skinny
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