Retirement Planning with Financial Health Campaign
Explore the benefits of tax-free retirement planning with IUL through Financial Health Campaign. Secure your future and enjoy peace of mind knowing that your retirement portfolio is in good hands.
Secure Your Future with Tax-Free Retirement
At Financial Health Campaign, we specialize in helping individuals plan for a secure and tax-free retirement using IUL. Our team of experts will guide you through the process, ensuring that your retirement portfolio is optimized for long-term growth and financial stability. Our insurance services are tailored to meet your specific retirement needs, whether you're looking to secure an income for life, protect your loved ones, or leave a legacy. Trust Financial Health Campaign to provide you with comprehensive and personalized retirement solutions.
Expand Your Retirement Portfolio with IUL
With our retirement solutions, you can expand your retirement portfolio and maximize your savings potential with IUL. By diversifying your investments and taking advantage of tax-free growth, you can set yourself up for a comfortable and worry-free retirement.
Information
Traditional IRA vs. Tax-Free Retirement
| Features | Traditional IRA | Tax-Free Retirement |
|---|---|---|
| Tax Treatment (Contributions) | Pre-tax contributions; taxed at withdrawal | Funded with after-tax dollars |
| Withdrawal Taxes | Interest repayment loans, taxed as ordinary income in retirement | Tax-free loans |
| Market Risk | Direct exposure to market fluctuations | Cash value grows based on market index with downside protection (floor) |
| Access to Funds | Penalties before age 59½; Required Minimum Distributions (RMDs) at age 73 | Access through policy loans anytime; no RMDs |
| Purpose | Retirement savings | Retirement + tax-free income + life insurance protection |