Please join us for an educational webinar about the important strategies that have helped many of my clients protect their income from unnecessary taxation in retirement. We will be hosting two events on Nov. 14th and Nov. 16th
To register, please select the link below
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Please join us for an educational webinar about the important strategies that have helped many of my clients protect their income from unnecessary taxation in retirement. We will be hosting two events on Nov. 14th and Nov. 16th
To register, please select the link below
DaysDays
HrsHours
MinsMinutes
SecsSeconds
* 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.
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