Tuesday, January 29, 2013

How Many Non-Taxable Income Streams Do You Have Set Up For Retirement?

The use of life insurance to create a tax-free income stream is not a new strategy by any means, but it becomes a lot more attractive based on increased tax rates.  Ask yourself in what direction are federal and state tax rates going and if it really makes sense to allocate 100% of your present savings to retirement plans that are 100% taxable as ordinary income in the future? 

Are you ready for a conversation that will uncover holes in your current plan and, more importantly, are you willing to make changes?  If so, now is the time to get serious about your future.

Go to www.IBC.guru to learn more.

Thank you,

John Montoya

No comments:

Post a Comment