No topic is more newsworthy, or troublesome, than taxes – especially to high-income earners planning for the future. Consider some recent tax related developments that may significantly impact your savings strategies and outlook.
If these are concerns with your high net worth clients, an Individual Supplemental Retirement Plan could be the solution for them. A properly structured iSIRP provides clients with tax sheltered cash accumulation, non-reportable – tax-free income with flexible contributions and a 100% guaranteed return of premium feature for the first 7 years.
Ideal Client Profile for the iSIRP Concept
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