Complete the form now to request the Legacy-IRA© (LIRA) case study. LIRA is designed specifically to help affluent clients transform taxable qualified retirement plan and rollover IRA assets to tax-free wealth and legacy - with a 6x to 10x guaranteed return.
You've never seen anything like this out-of-the-box concept proven to work. Request the case study now.
FOR ADVISOR USE ONLY
ABOUT THE LEGACY-IRA (LIRA)
Unlock an innovative strategy proven to help affluent clients and business owners build tax-free wealth and legacy
LIRA is designed to help high-net-worth clients ensure their legacy goes to loved ones - not Uncle Sam
A SMART ALTERNATIVE TO ROTH CONVERSIONS
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