Retirement

PRESERVE FIRST

Retirement

life insurance preserve first

An Individual Retirement Account (IRA) is a stand-alone tax deferred account because the money is deposited in this account prior to paying income taxes. Taxes will be paid when the money is withdrawn.

A Roth IRA is the same type of account with the important difference that the money is deposited after income taxes have been paid. The advantage is that at the time of withdrawing the money there is no income tax to be paid.

Life insurance could be also used to create retirement income. The Cash Value accumulated could be used to create a Tax Free income stream.

we are part of the family. all the way through.

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Let’s help you find out what your life insurance needs are and how to fulfill these needs.

After reviewing your request we will send you a preliminary proposal and contact you if we need additional information