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Is your retirement portfolio tax-diversified?

Is your retirement portfolio tax-diversified?

August 01, 2022

You have many options to save for retirement. Qualified plans, annuities, IRAs, stocks mutual funds, and even life insurance are tools that can be used in a retirement planning strategy.

But, they have different income tax implications:

  • Taxable
  • Tax-deferred
  • Tax-free

It’s important to take a look at your retirement goals and consider the impact of taxes when you start to take income.  Permanent life insurance may be overlooked, but can be a great addition to your portfolio, providing a valuable death benefit with generally income-tax free distributions.  

Take a look at the flyer below to learn more about the different categories and tax implications for retirement funding options. Then, let’s meet to discuss how we can address the impact on your retirement strategy, together.

Learn more.


This information is for educational purposes only and should not be considered specific tax, legal, investment of planning advice. You should consult your personal tax and legal advisers regarding your situation. Accessing cash value will reduce your policy death benefit and values, may result in certain fees and charges and may require additional premium payments to maintain coverage.