TAX FREE

RETIREMENT

 

  

TAX FREE RETIREMENT

Tax Free Retirement

If you’re looking for a Tax-Free Retirement, the harsh reality is that you may not be as prepared as you think. If you’re relying on your traditional IRA/401(K) to supplement your Social Security benefits and maybe even a pension, then be prepared to have taxes erode away your cash, UNLESS you have a MAX funded, tax-advantaged insurance contract as a strategic option integrated with developing a tax free retirement. Four Key tax components to this strategy are;

  • Tax Tip 1. Money put into this contract has already been taxed.
  • Tax Tip 2. Money taken out is not regarded as Taxable Income.
  • Tax Tip 3. Accumulated earnings are Tax Deferred.
  • Tax Tip 4. Upon death, money is transferred to your heirs tax free.

For a free Retirement Planning guide.

To hear Tax Free Retirement click the video play button

Tax Free Retirement

Tax Free Retirement

If you’re looking for a Tax-Free Retirement, the harsh reality is that you may not be as prepared as you think. If you’re relying on your traditional IRA/401(K) to supplement your Social Security benefits and maybe even a pension, then be prepared to have taxes erode away your cash, UNLESS you have a MAX funded, tax-advantaged insurance contract as a strategic option integrated with developing a tax free retirement. Four Key tax components to this strategy are;

  • Tax Tip 1. Money put into this contract has already been taxed.
  • Tax Tip 2. Money taken out is not regarded as Taxable Income.
  • Tax Tip 3. Accumulated earnings are Tax Deferred.
  • Tax Tip 4. Upon death, money is transferred to your heirs tax free.

For a free Retirement Planning guide.

To hear Tax Free Retirement click the video play button

Tax Free Retirement

Roth IRA Conversions

Reasons to convert traditional IRA’s to a Roth IRA can make sense to pay a current tax liability as oppose to a higher future liability. There are three primary reasons to consider converting your traditional IRA.

  1. Your income and tax rate are lower now. Especially if you expect to have much higher earnings later in life and in retirement.

  2. You are in a low income period. These are periods like during a layoff, a leave of absence after a birth of a child, unpaid family leave or unpaid disability leave.

  3. You are doing estate planning. By converting, you can pay the tax bill for your heirs and provide them with a tax free annuity as long as they follow the required minimum distribution rules for heirs.

For our free Retirement Planning guide.

To hear Roth IRA Conversion click the video play button
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Roth IRA Conversions

Reasons to convert traditional IRA’s to a Roth IRA can make sense to pay a current tax liability as oppose to a higher future liability. There are three primary reasons to consider converting your traditional IRA.

  1. Your income and tax rate are lower now. Especially if you expect to have much higher earnings later in life and in retirement.

  2. You are in a low income period. These are periods like during a layoff, a leave of absence after a birth of a child, unpaid family leave or unpaid disability leave.

  3. You are doing estate planning. By converting, you can pay the tax bill for your heirs and provide them with a tax free annuity as long as they follow the required minimum distribution rules for heirs.

For a free Retirement Planning guide.

To hear Roth IRA Conversion click the video play button
Articles
  • October 22, 2017
    Indexed Universal Life: Cash, Flexibility and Safety
    Read More
  • October 23, 2017
    How does a Roth IRA grow over time?
    Read More