How your investments are taxed could be costly.
Most individuals have their retirement assets in a 401k or IRA. While these assets serve an important role in one’s overall financial plan, the tax in these accounts will one day have to be paid – and paid at a likely higher rate, creating a growing future tax debt.
It’s important to plan with tax diversification in mind. It will ultimately pay to make sure you have access to tax-free and tax-deferred money, especially during the withdrawal phase of retirement.
Cash value life insurance, structured appropriately, can generate tax-deferred growth and tax-free distributions. Let us help you design a customized plan today!
Download our guide for a glimpse at the benefits a cash value life policy can provide.