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Our priority and goal is to educate our customers and provide you with the best value, knowledge and industry updates! Today we’d like to share with you a few of the many ways you can use Life Insurance for Tax-Free Distributions.
Many people assume Life Insurance is only a benefit when a death occurs, but our mission here at Singh Insurance and Financial Services is to share the many additional benefits that Life Insurance can bring to the table.
Here are a few questions to get you started…
- What is your tax liability in retirement?
- Will all your 401K be taxed in retirement?
- Did you know that your social security can be taxed in retirement?
- Have you maxed out your Roth?
- Don’t qualify for a Roth?
- Do you think taxes are going up?
Contact us to have a discussion about your Life Insurance policies.