Tax-Free Retirement

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.

What types of assets can help you create a tax-free retirement? Contact your retirement distribution expert and develop your tax-free retirement strategy today!tax tip scale

More Updates


The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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Tapping Into Retirement Accounts If Not Directly Impacted By COVID-19

The recently-­‐enacted Coronavirus Aid, Relief, and  Economic Security Act (CARES  Act) signed by President Trump  on  March  27, 2020, allows  “qualified individuals” to take up  to  $100,000 of  penalty-­‐free IRA and company plan withdrawals during 2020. “Qualified individuals” include those who are (or whose family members are) sickened by the virus or who have virus-­‐related

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