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July 2025

Roth Rescue: How an IRA Rescue Strategy Works and Who It Suits

blog / davidhuesers

A Roth rescue is a plan for moving money out of a traditional IRA, often through Roth conversions spread over several years, to help lower the tax burden for you

Roth Rescue: How an IRA Rescue Strategy Works and Who It Suits Read More »

Questions to Ask Before a Retirement Planning Seminar

blog / davidhuesers

Attending a retirement education seminar from an experienced, helpful resource is a great step on your journey to retirement security. But attending can be an overwhelming step, especially if you

Questions to Ask Before a Retirement Planning Seminar Read More »

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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    Insurance products and services are offered through Prosperity Group Advisors, LLC. The Prosperity Group Advisors, LLC does not provide investment, tax and/or legal advice but will work with your attorney or independent tax or legal advisor. Prosperity Group Advisors, LLC and Greg Elie are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives.
     
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