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Troy, Michigan · Oakland County

Troy professionals max the 401(k). Then what?

Troy is corporate Michigan — engineering centers, tech offices, and finance headquarters full of high-earning W-2 professionals doing everything "right": maxing the 401(k), funding the HSA, watching the RSUs vest. And then the strategy just… stops. Every additional dollar sits in a brokerage account eating capital-gains drag, or in cash losing to inflation.

CentraLife advisors work with Troy households on the layer above the cap: max-funded IUL with no IRS contribution ceiling, tax-advantaged growth with a 0% floor, and retirement access that doesn’t stack on top of an already-large taxable income. For earners expecting equal-or-higher tax brackets in retirement, the structure matters more than the savings rate.

Asked in Troy

Local questions, straight answers.

A third tax bucket with no contribution ceiling. The 401(k) is taxed later, the Roth is capped and income-restricted, and a max-funded IUL adds tax-advantaged accumulation with lifetime access through policy loans, no required minimum distributions, and a death benefit riding along. High earners typically fund it with the dollars above the qualified-plan limits.

Talk to an advisor who works where you live.

  • Free 30-minute assessment — in person or by phone
  • Review of existing policies, 401(k)s, and pensions included
  • Headquartered at 290 Town Center Dr, Dearborn, MI 48126
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