TAX-EFFICIENT STRATEGIES FOR RETIREMENT

As you may be aware, taxes will be increasing, and you need to be prepared. Now is the time to understand your options, take advantage of the current low tax rates, and make sure your retirement assets are aligned in a tax-efficient manner. 

LUNCH & LEARN EVENTS

Enjoy a free lunch and presentation on generating tax-free income in retirement, the rising tax risk, and how to use different tax-planning tools that could be available to you.

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Index Universal Life Insurance offers more than most people might expect. Learn how to diversify your taxes and assets!

SCHEDULE A CALL

Schedule a complimentary consultation to discuss your tax strategy and see what tax-efficient options are available to you.

Do You Know How Your Retirement Assets Are Aligned?

Watch the videos below to see why developing a tax strategy for retirement is more important than you may think.

Strategic Tax Planning For Retirement

On September 13, 2021, the House Ways and Means Committee released a draft of a proposal on Tax-Reform, which was significantly different than what was discussed during the election. One thing we know for sure is change is coming, and we need to be prepared. 

Buckets of Retirement Asset Allocation

A simple way to understand the impact of taxes on your money is to divide assets into three buckets, Tax Now, Tax-Deferred, and Tax-Free. It’s important for you to understand how to best position your assets to generate income in retirement.

Taking Advantage of Current Low Tax Rates

The U.S. is currently trillions of dollars in debt, so tax increases are inevitable, and you need to be prepared with strategic tax planning. If you are in a position to move some of your assets from the tax-deferred bucket into the tax-free bucket, now is time to do so- taking advantage of the current low tax rates. 

Using Life Insurance as a Tax-Planning Tool

While this is not a fit for everyone, one strategy that can be used to enhance your tax-free bucket is to use Indexed Universal Life Insurance. Some benefits include tax-free growth, tax-free distributions, long-term care planning, and income-tax-free death benefit.

SCHEDULE A CALL TODAY!

You’ve worked hard for your money, and the last thing you want is to have your retirement eaten up by taxes. Now is the time to understand your options and take advantage of strategic tax planning! 

ATTEND A FREE LUNCH & LEARN PRESENTATION

Learn How to Build Tax-Free Income in Retirement By Using Different Tax-Planning Tools. Complimentary Lunch Will Be Provided.

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Manage your wealth, healthcare, estate, and taxes all under one roof.

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How to build your “financial house”

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Learn how your Estate Plan can work together with your retirement plan.

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Understand the most tax efficient strategies in retirement.

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We will help guide you through an easy process of selecting a plan to meet your needs.

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