FAQ: Can I Use Life Insurance for Tax-Free Distributions?

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. 

CALL 352-432-1646
EMAIL info@singhinsurancegroup.com