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Educator's Guide to Secure Retirement: Uncovering the Truth Behind Your 403B and Tax Advantage Strategies
Are you an educator relying on your 403(b) for retirement? You’ve dedicated your life to teaching, but is your retirement plan working as hard for you as you’ve worked for your students? This comprehensive guide uncovers the hidden truths behind your 403(b) plan and introduces strategies that can help you secure a tax-efficient, worry-free retirement.
In Educator’s Guide to Secure Retirement, you’ll
What your 403(b) really means for your future: Understand the limitations, tax implications, and risks associated with your current plan.How to avoid common mistakes: Learn how to avoid the pitfalls of relying solely on captive agents offering limited retirement products, and explore smarter alternatives.Tax-advantaged strategies that work: Find out how tax-advantaged accounts like Roth IRAs, Indexed Universal Life (IUL) policies, and even irrevocable living trusts can help you grow your wealth and protect your family without leaving your financial future vulnerable to taxes.Living benefits and protection you didn’t know you had: Discover how living riders in life insurance policies can provide crucial medical benefits, similar to long-term care insurance, when you need them most.The three pots of money you’ll pay taxes on: Learn how your contributions, investment growth, and Required Minimum Distributions (RMDs) can impact your taxable income in retirement, and what you can do to minimize that impact.Written by an experienced educator and life insurance agent, this guide offers practical, easy-to-understand advice that will empower you to take control of your financial future. Whether you're just starting your career or nearing retirement, Educator's Guide to Secure Retirement will equip you with the knowledge to make informed decisions, so you can retire with dignity and confidence.
If you’re ready to stop relying on one-size-fits-all solutions and start making smarter, tax-efficient decisions, this guide is for you.
In Educator’s Guide to Secure Retirement, you’ll
What your 403(b) really means for your future: Understand the limitations, tax implications, and risks associated with your current plan.How to avoid common mistakes: Learn how to avoid the pitfalls of relying solely on captive agents offering limited retirement products, and explore smarter alternatives.Tax-advantaged strategies that work: Find out how tax-advantaged accounts like Roth IRAs, Indexed Universal Life (IUL) policies, and even irrevocable living trusts can help you grow your wealth and protect your family without leaving your financial future vulnerable to taxes.Living benefits and protection you didn’t know you had: Discover how living riders in life insurance policies can provide crucial medical benefits, similar to long-term care insurance, when you need them most.The three pots of money you’ll pay taxes on: Learn how your contributions, investment growth, and Required Minimum Distributions (RMDs) can impact your taxable income in retirement, and what you can do to minimize that impact.Written by an experienced educator and life insurance agent, this guide offers practical, easy-to-understand advice that will empower you to take control of your financial future. Whether you're just starting your career or nearing retirement, Educator's Guide to Secure Retirement will equip you with the knowledge to make informed decisions, so you can retire with dignity and confidence.
If you’re ready to stop relying on one-size-fits-all solutions and start making smarter, tax-efficient decisions, this guide is for you.
33 pages, Kindle Edition
Published October 23, 2024
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