Is an IRA-to-IUL conversion strategy a good option for your retirement funds?
Check out this eight-page guide to learn why a growing number of Americans are converting a portion of their traditional IRA funds into an indexed universal life (IUL) insurance policy. The guide:
- Explains how an IRA-to-IUL conversion works, in simple language
- Outlines four potential benefits of a tax-free vehicle like IUL
- Lists six areas to consider before choosing an IRA-to-IUL conversion, including the need for death-benefit protection