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Does your retirement plan provide you with a tax-advantaged income solution for the rest of your life?

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START PLANNING FOR YOUR RETIREMENT TODAY!

During these uncertain times, it is critical to have a solid retirement plan. Understanding all your options that will enable to you grow your nest egg and provide for your loved ones' future needs is extremely important. There are tons of strategies that offer a great earning potential, but leave many families with large tax burden and even bigger gaps in their plan, leaving them susceptible to many other risk factors. Our focus is to help you eliminate all the risks and increase your funds in a tax efficient way, providing you financial freedom to enjoy a comfortable retirement. 

Before we get into the best possible strategies and the best financial products for retirement, let's first take a look at the most commonly used retirement plans and review both the advantages and disadvantages to what mainstream planning has to offer.

MAJOR FACTORS THAT WILL AFFECT YOU IN RETIREMENT

Now that we know what traditional retirement plans have to offer, there are several factors that will significantly impact your retirement and financial well-being. While individual circumstances vary, let's take a closer look at these of the major risk factors will impact your livelihood and lifestyle.

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People are living longer, and that means more time and savings will be spent in retirement.
Do you have a guaranteed stream of income for life?

GET STARTED DEVELOPING YOUR TAX-ADVANTAGE RETIREMENT.

The most alarming question that keeps many people planning for retirement awake at night, “will we have enough money to last us in retirement?” A very valid question, don't you think, with the advancement of medicine and technology, people are living better and much longer, meaning there will be more time and savings spent in retirement. Planning for 20 years of retirement is no longer enough. When developing a financial plan, an effective and efficient strategy considers all major risk factors that will impact your family's current and future quality of life. Considering a tax-advantaged retirement plan that offers “guaranteed” growth and an income for life strategy that mitigates market volatility, inflation, the rising cost of healthcare among many other influences can prove to be very advantageous for your family. So, let's get started.

Roth Account

A Roth Account, is a type of retirement savings account that offers a unique tax advantage to retirees when you need it most, tax-free withdrawals in retirement.

Cash Value Life Insurance

Utilized by many affluent savers, cash value life insurance policies can do more than help mitigate a numerous risk factors, it used as a prudent tool in retirement planning. 

Fixed Indexed Annuities

Tax-advantages, guaranteed minimums, and a zero floor liability, annuities can be a very useful tool in retirement planning, that can provide a steady income stream for life.

Your greatest asset is your earning ability, and your most valuable asset is time.

Don't waste either, learn how to implement effective and tax-efficient strategies in your financial plan, that will allow you to earn more and keep more for your retirement. Schedule a strategy session today with a licensed trusted advisor, from Unifirst Financial & Tax Consultants.
 

Developing a tax-advantaged retirement to ensure your future. 

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