How would you feel knowing you didn’t have to pay income tax in retirement? How much further would your retirement savings go? How much more of your Social Security payments would you keep?
For certain insurance products that fall under section 7702 of the TAX LAW might be able to provide such a benefit. To find out more about this somewhat unknown rule and how it could benefit your retirement please contact me and I’d be happy to discuss. Don’t worry! Your information is safe and is not sold or given to anyone else!
Not intended to be financial or tax advise. Conditions and rules apply. Please consult your tax professional.