Q: Is that even possible?
Q: What is the big secret to tax-free retirement, is it some new product or unique investment?
Most people are already familiar with typical taxable investment plans that include tax-deferred assets such as stocks, mutual funds, bonds, traditional IRAs, 401(k)s and 403(b)s. But are you looking for a tax-free retirement?
You can enjoy a tax-free retirement by incorporating tax-free investments into your existing retirement plan today. Your retirement distribution planning expert can help you determine what will work best for you in your personal situation. You could consider incorporating assets that generate tax-free wealth such as Roth IRAs or Life Insurance…yes, Life Insurance! The key is to identify the tax-free strategies that are suitable for you.