Super Roth™
The advantage of a Super Roth as an executive plan benefit.
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Establishing a Super Roth as a plan benefit.
The chart below helps illustrate how implementing a Super RothTM can be an advantage that allows an executive the benefit of contributing unlimited after-tax dollars:
Hypothetical Performance Comparison: Super Roth vs. Taxable Securities
Note: Based on a male, age 45, preferred non-tobacco underwriting, 7 annual contributions of $250K, 40.8% tax rate used for taxable securities and based on a year 20 performance. Taxable securities assumes 100% annual portfolio turnover. For illustrative purposes only. Actual results will vary.