Benefits2018-09-08T15:45:19-04:00

Tax-Free Benefits

At Rocket Retire we understand there isn’t one plan that is perfect for everyone. We listen to your concerns, understand your objectives and work one on one with you to develop a plan that provides peace of mind so you can enjoy a stress-free retirement. Our Goal is to provide you with a side by side comparison and let you decide what’s best for you.

The plans offered by Rocket Retire beat traditional plans in every comparison category that matters including:

  • 25 Year 9%+ Average Rate of Return

  • Risk Avoidance – Never lose principal do to negative returns in the market.

  • Liquidity of Funds – Access to your money at any age – no early withdrawal penalty.

  • Flexibility of Contributions – No contribution limits and contribution amounts can vary.

  • Flexibility of Distributions – Take money when you need it without penalty – No RMDs.

  • Longevity of Distributions – Income stream that can last well past the age of 100.

  • Fees – Fees will be far less than traditional accounts over the life of the contract.

  • Taxes – Access your money Tax-Free!

  • Provisional Income – The money you get does NOT count towards you provisional income.

  • Hybrid Long-Term Care Insurance – Provides Coverage for Critical, Chronic & Terminal Illness.

  • Wealth Transfer – Lifetime, tax-free death benefit.

Safety, Liquidity and a Good Rate of Return

All you need is the plan, the road map, and the courage to press on to your destination.

Will this work for you?

Retirement Comparison and Guaranteed Personalized Plan Report

Call us or send us a message

Phone: 844-321-3211

e-Mail: info@rocketretire.com

Contact us today to get your no-cost, no-obligation comparison and see how it will work for you.

Ed Slott, CPA and “IRA Expert” – “Life Insurance is not only the Single Biggest Benefit in the Tax Code, but it is also the Most Cost Effective Way to Protect a Large IRA.”

IRA Reboot

Convert your 401k or IRA and save BIG!

When it comes to our retirement Americans have been sold on two very flawed ideas.

We’ve been told that tax differed accounts and volatile, risk-based investing in the stock market is the best way to prepare for retirement. Nobody likes watching their account balance dwindle away when the Stock Market crashes and nobody likes paying taxes, especially when you are retired and need the money the most.

Rock Retire will convert your 401k or IRA from an account that is forever taxed to an account that is never taxed! Learn how you can get stock market like returns without the risk of losing principle in a bad market. Best of all, we can do all of this with no out-of-pocket cost to you with an IRA Reboot. Call Rocket Retire today at 844-321-3211 or fill out the Form and learn how our IRA Reboot can work for you.

  • Capture the gains when the market goes up

  • Lock-in your gains to protect your principle

  • Annual reset of the index

  • Never lose principle in a bad market

  • No out of pocket cost for taxes

  • Lower your effective tax rate

  • Pay less fees over your lifetime

  • Reboot at any age, no pre 59½ penalty

  • Better alternative to a Roth Conversion

  • Guaranteed lifetime TAX-FREE income

  • Does not count towards Provisional Income

  • Tax-Free wealth transfer

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frequently asked questions

Licensed Professional Agents

Available Nationwide

Call Today 9am to 9pm EST or submit the Form anytime.

Phone: 844-321-3211
Email: info@rocketretire.com

Rocket Retire has professional agent nationwide that are specifically trained in the Tax-Free & Stress-Free program and they will design a plan the is customized to meet your specific needs.

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Disclaimer: Information and/or material provided on this site are meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice in any way, shape or form. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. We are not securities licensed and therefore cannot sell or provide securities related advice. Diversification does not ensure against loss.