Forever Taxed or Never Taxed – If You Have Taxable Savings, You Have a Problem; by Established CPA and tax adviser, Ed Slott

Forever Taxed or Never Taxed – What does your retirement plan include? If you have taxable savings – you have a problem, and so do your beneficiaries! Life insurance may be the most under used strategy to protect large retirement balances from being decimated at the highest levels of taxation. Who is most at risk? […]

March 4, 2015 · Jennifer · One Comment
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