Tax Free Income - Stress Free Income in Retirement Planning
Do you know what it takes to be successful in retirement planning?
People have many different visions of what successful retirements are and how to achieve them,
but fundamentally, successful retirements require only a few core elements.
Let us help you develop a retirement plan you can enjoy without the worry of watching the market go up and down. Schedule an appointment with one of our advisors. We are glad to help
Learn how you can protect your money from market volatility, while not compromising the ability to potentially earn a competitive rate of return.
Stress Free Retirement
Enjoy your retirement...you earned it!
Understand that there are only 2 pools for retirement money -
Taxable or Tax Free
Where do you want your money to grow?
One of my peers and long-time financial expert, Patrick Kelly, has written a short book called Tax-Free Retirement. The message in it is so timely and significant that I want to send you one as a gift.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company 1690455-0621
** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.
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These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.