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

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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.

For additional information, please review the Terms of Use and Important Disclaimers on this website.

¹ Roth Rescue is a marketing name for a strategy that may involve multiple financial products and is not a specific product or government program.

² “Only 15 minutes” refers to the typical duration of an initial discussion; actual timeframes may vary and no specific outcomes are guaranteed.

³ “No strings attached” means there is no obligation to purchase following the consultation; suitability requirements and product conditions apply.

⁴ Any projections, estimates, or comparisons (including Social Security and investment outlooks) are hypothetical, rely on assumptions and data you provide, and are not guarantees of future results.

⁵ Any reference to “best,” “high‑performing,” or “may outperform” reflects comparative analyses under certain assumptions and does not guarantee future performance. Fees, product features, and market conditions can materially affect results.

⁶ Illustrative Client Experience: The statements shown are for illustrative purposes only and are not verbatim accounts from specific clients. They are based on feedback and experiences shared by multiple clients and are intended to demonstrate possible outcomes. Individual results will vary, and past experiences do not guarantee future results.

⁷ Any “bonus,” “reimbursement,” or “cover your taxes” feature is subject to the issuing insurance contract’s terms, may not be available in all cases, and can be offset by product charges, adjustments, or surrender provisions. No specific tax outcome is guaranteed; consult a qualified tax professional.

⁸ “Exclusive investment strategies” refers to approaches that may be more commonly used by high-net-worth individuals, but may be available to others based on suitability.

⁹ ‘Tax-free’ refers to withdrawals from properly structured Roth accounts that meet current IRS rules, including holding periods and age requirements; non-compliance may result in tax consequences.

¹⁰ Suitability varies based on individual circumstances; $250k is a general guideline, not a requirement.

¹¹“Licensed Roth Rescue Advisor” refers to licensed financial professionals authorized to offer applicable products or services.

¹²“Different from your average financial advisor” refers only to the licensing requirements for certain insurance and retirement income products and does not imply superiority in performance or services. “A-Rated” refers to the insurer’s financial strength rating by an independent rating agency such as AM Best or Standard & Poor’s, which is subject to change. Any customized analysis is based on the information you provide, product availability, and suitability requirements; no outcome is guaranteed.

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