Skip to main content

Unraveling the IRA Bailout Plan with Darren Sugiyama

Are you looking for a strategy that could help you secure your legacy and set future generations up for success?

The IRA bailout plan might be right for you!

In the latest installment of Proactive Tax Strategies, Ken New speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light on its benefits and how it can be a game-changer for high-net-worth individuals looking to optimize their financial legacy.

Ken and Darren discuss:

  • The concept of the IRA bailout plan and who can benefit from this strategy
  • The difference between traditional IRAs and Roth IRAs
  • Profit-sharing plans and integrating a life insurance component to mitigate estate taxes
  • Real-case scenarios that illustrate how the IRA bailout plan works
  • And more



Other ways to listen

When it comes to the IRA bailout plan the math either proves positive or it proves negative. If it proves negative the client should not do it and if it proves positive, just the inverse.

Darren SugiyamaFounder & CEO - Lionsmark Capital


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Founder & CEO - Lionsmark Capital

Darren Sugiyama

Darren Sugiyama is the founder of several businesses starting with his employee benefits firm, Apex, which he started in 2003.

In 2010, Darren and his wife Emilia launched Pacific Bay Insurance Group, garnering the Colonial Life Agency Of The Year Award in their second year. Expanding his business portfolio, he founded DaVinci, which played a substantial role in selling life insurance policies in Orange County.

In 2016, Darren established Lionsmark Capital, emerging as a prominent premium financing intermediary firm in the life insurance industry. Lionsmark offers distinctive lending options and proprietary 8-figure life insurance solutions to affluent clients across the nation.

Recognized as an 11-time internationally acclaimed author, motivational speaker, business coach, and mentor, Darren shares his unconventional business-building methods through live and virtual events and private coaching sessions.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Explore the benefits of the IRA bailout plan to optimize your financial legacy. Learn the strategic insights on securing your estate and setting up future generations for success!

Get in touch
Close Menu

Get In Touch

P: (321) 454-3623
Monday-Friday 9AM-5PM

Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

Call Now Button