~ 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?

Tax-Free?

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. 

Send Us a Message

440-526-6552

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Independence Office:

6100 Oak Tree Blvd. #200

Independence, Ohio 44131

Boardman Office: 

848 Mapleridge Dr. 

Boardman, Ohio 44512

330-718-3047

No warranty or assurance of success is made by The May Group Inc. to any person and no one is authorized to make such representations on behalf of The May Group Inc. The client accepts full responsibility for his or her financial decisions and the consequences thereof. All persons are cautioned to seek necessary legal, accounting, insurance, and financial services only from firms who are duly licensed and certified under applicable state/provincial and federal laws and regulations. Copyright 2010 The May Group Inc. and The May Group are trademarks and service marks of The May Group Inc. This document contains confidential and propriety information of The May Group Inc. No part of this document or visual may be reproduced, abstracted, excerpted, transmitted in any form by any means, electronic, mechanical, or photographic or stored in information systems, except in writing under license by The May Group. Any other use is prohibited. The May Group's materials contained therein or offered there with are protected by copyright and other intellectual laws. 

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