28
April
The Importance of Tax Diversification in Retirement
Description
Taxes can be the single most eroding factor to a client’s retirement
savings. This presentation discusses how whole life insurance can
help diversify your portfolio so to minimize taxes, while allowing for more
spendable income in retirement.
savings. This presentation discusses how whole life insurance can
help diversify your portfolio so to minimize taxes, while allowing for more
spendable income in retirement.
Date and Time
Wed, Apr 28, 2021
6:00p - 6:45p MST