IRAs Can Provide a Tailored Solution to Meet Retirement Goals

Use these resources to convert more leads into customers.

About 69 million workers, or 56% of the nation’s workforce, lack access to a retirement plan through their workplace.¹

Your clients are facing many obstacles in life. When it comes to retirement, some employers don’t offer a 401(k) so your clients may be looking for a way to save for retirement. This challenge shouldn’t get in the way of them preparing for retirement!

IRAs can provide a tailored solution to meet customers’ needs with contributions starting as low as $100 a month:

Traditional IRAs

• Qualified plan rollovers into IRAs to continue tax deferral
• Tax deductibility of annual contributions

Roth IRAs

• Tax-free income at retirement for policies with the Guaranteed Lifetime Income Rider*
• No Required Minimum Distributions (RMDs)
• Tax-free death benefit for beneficiaries*

Additionally

• Low initial minimum of $100 a month to build savings
• Small business retirement plan options, SEP and SIMPLE IRA programs

*Assumes Roth Guidelines are met for tax-free distribution of interest earned

Contributions to traditional and Roth IRAs for tax year 2024 can be made up to April 15, 2025.

 

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1. Half of Americans lack access to a retirement plan. Here are the worst states. – CBS News
2. Tax-free withdrawals if Roth guidelines are met.