Supplemental Retirement Income

Supplemental Retirement Income
Supplemental Retirement Income

You’ve worked hard your whole life.  You’ve saved as much as possible. You’ve retired. And now you need income. Using a Tax-Qualified account to fund your life insurance policy can be a great way to save for retirement. Tax-Qualified accounts are popular for three clear reasons:

  • Contributions can be made with pre-tax dollars
  • Sometimes, employers “match” a percent of employee contributions
  • Contributions grow tax-deferred, meaning income taxes won’t reduce your growth while the funds are inside the account

Learn about the role of life insurance in retirement planning

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