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.