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1021223-00005-00
William Orr, CRPC®
Financial Planner
WillO Financial Solutions
8888 Keystone Crossing, Suite 500
Indianapolis, IN 46240
Phone: 317-708-5589
Cell: 317-750-9964
Email: william.orr@prudential.com
A backdoor Roth IRA offers a way for high earners to potentially circumvent income limits on Roth IRA contributions. But before you leap on the bandwagon, weigh your decision carefully.
Another possibility is a profit-sharing plan based on age demographics that could accrue assets in a way favorable to you.
*To qualify for tax and penalty-free withdrawals of earnings, a Roth IRA or Roth 401(k) must be in place for at least five tax years, and the distribution generally must take place after age 59-1/2, with a few exceptions.
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Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. WillO Financial Solutions is not affiliated with Prudential Financial. WillO Financial Solutions sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. WillO Financial Solutions is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. WillO Financial Solutions and its representatives do not render tax or legal advice. Please consult your own advisors regarding your particular situation. Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255.
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