The Non-Qualified “ROTH Alternative” Plan* ROTHAlternativePlan.com • Tax-deferred growth/tax-free access • NO regulatory disqualifying “cap” on earnings • NO regulatory “cap” on contributions • NO pre-age 59½ tax penalty • Discriminatory planning – Employers can include just themselves, or selected key personnel (including non-employee spouse) • Participants have limited tax-free access from the first year for: financial emergencies, or any other reasonable purpose. • “Hedged” index strategy with historical average look-back performance that exceeds the S&P 500 index over 20 years, 30 years, and 40 years.
Hedge: “The strategy wins if the index goes up, but does NOT lose if the index goes down!”
Learn more at:
ROTHAlternativePlan.com a Tulsa Company
918-742-7772 or info@ROTHAlternativePlan.com *Hedged Index Insurance under IRC 7702, Thomas V. Robertson, OK license #120496
WE WOULD LIKE TO WELCOME
TO THE TULSA OFFICE. Laurisa Anderson
Managing Director - Investments laurisa.anderson@wellsfargoadvisors.com 918.746.1010
Steven Remchuk
Managing Director - Investments steven.remchuk@wellsfargoadvisors.com 918.746.1068 6060 S. American Plaza | Suite 400 Tulsa, Oklahoma 74135 | main: 918.746.1000 Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Investment and insurance products: NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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