Tuesday, February 15th at 6 pm
Are We Looking at a Tax Increase?
Most agree that we are.
So what does this mean for your retirement strategies?
Join us for this Complimentary Dinner Event:
“Tax-Free Retirement Income Strategies”
TUESDAY, FEBRUARY 15TH at 6PM
509 E Hartford St., • Hernando, FL
This seminar, delivered by InvestSafe Financial, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement.
Join us as we discuss:
How Taxes Affect Retirement
- What higher taxes could do to your nest egg
- Tax codes of today: what they mean to you
- IRAs, 401(k)’s, 403(b)’s and taxes
- Proper retirement and tax planning
Strategies for Tax-Free Income
- How insurance may help with tax-free income planning
- Why tax rules differ for various retirement options
- What to look for in a tax-free income plan
- Getting the most of your retirement dollars
Tax-Free Retirement Benefits
- Protection of your money
- Beneficiaries and tax-free payments
- Avoiding probate
- Flexible retirement options
Why Tax-Free Income In Retirement
- The impact of taxes on your overall retirement
- Potential ways to expand your income
- Protecting and growing money, tax-free
- Could tax-free retirement work for you?
Our last 2 Tax Strategy Events reached max capacity in less than a week, so don’t delay in registering. We WILL fill up again!
We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement.
We are here to help.
*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.