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Can your clients pre-fund their retirement tax?
June 18, 2020 @ 11:00 AM - 12:00 PM
Taxation in retirement can be one of your clients’ largest expenses. That’s because retirement distributions are taxable at ordinary income tax rates. And there are limitations on how much money clients can put toward their qualified plans each year.
If your client has a death benefit need, funding an asset such as life insurance is one option they can use to pre-fund future taxes in their working years.
To find out more, check out this flyer – or join us for the “LIFT – Pre-funding retirement taxes” webinar on Thursday, June 18.