An extraordinary supplemental retirement tool for highly compensated executives, professionals and business owners.
Tax Advantaged, Flexible, Diversifying solution for retirement, long term care and more.
No caps on contributions
No Pre age 59 ½ withdrawal penalties
No Required Minimum Distributions (RMDs)
No Capital Gains, Income, State, Dividend, Health Care Taxes
No reportable income to the IRS
Built in hedges against market volatility
Other unique benefits not found in any traditional investment product
Retirement Income Plans
Retirement Income Plans
The “Roth Emulator” by Concierge provides the ultimate levels of tax efficiency and flexibility while adding a whole new asset class to your diversified portfolio.
Executive Compensation Plans
Executive Compensation Plans
For Businesses with highly compensated partners and employees, the “Roth Emulator” concept is a critical and powerful component of their executive compensation arsenal.
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