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Discover the Secrets to a Tax-Free Retirement

Protect yourself from
the dangers of increasing
taxes and market volatility

So you’ve prepared for retirement with 401(k)s and IRAs. You’ve got a good nest egg going. Feeling pretty good about it, right?

The harsh reality is that you may not be as prepared as you think. If you’re relying on your traditional IRA/401(k) to supplement your Social Security benefits and maybe even pension, be prepared to have taxes erode away your cash.

MONEY FOR UNCLE SAM … OR YOU?

You may not realize that when you reach retirement, you may lose many of the deductions you once enjoyed, such as home mortgage interest, dependents, and retirement plan contributions. And if you’re a business owner, you’ll be losing even more deductions. Although you may have less income during retirement, your taxable income may be just as high or higher!

If you don’t take action to avoid paying excess tax, you’ll likely be in for a rather unwelcomed surprise during your retirement years, which could result in living a lower lifestyle, or outliving your money.

No matter how you look at it, paying less in taxes means keeping more for yourself. In our opinion, as part of your tax-reducing retirement strategy, you should take a serious look at max funded, tax-advantaged insurance contracts.

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