~ Retirement Planning ~
Retirement planning takes many forms and too often starts later than we anticipate. When planning your retirement, have you considered if most of your retirement money is in products that are:
100 % taxable?
Capital gains taxable?
Have you considered the effect of future taxes on your retirement?
How about inflation and the buying power of your money when you reach retirement?
Do you have Wills, Trusts, POA's,? Are your beneficiaries up to date?
If you own a business are you aware that you may have options for your retirement planning that can be truly tax-advantaged?
Premium financed life insurance for qualified individuals can provide tax advantaged retirement for qualified business owners as per IRC tax codes. This could be a tremendous addition to retirement planning beyond 401k's, IRA's, etc.
If you answered no or you don't understand some of the things mentioned here, let us help you plan the retirement you have earned...that you deserve.