Are We Looking At A Tax Increase?
Most agree that we are. So what does this mean for your retirement strategies?
Looking to learn about ways to have a tax-free retirement?
Join us for this Complimentary Webinar:
“Tax-Free Retirement Income Strategies”
JULY 13th at 3PM or 6PM
This webinar, delivered by Legacy Group Planning, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement.
Join us as we discuss:
How Taxes Affect Retirement
- What higher taxes could do to your nest egg
- Tax codes of today: what they mean to you
- IRAs, 401(k)’s, 403(b)’s and taxes
- Proper retirement and tax planning
Strategies for Tax-Free Income
- How insurance may help with tax-free income planning
- Why tax rules differ for various retirement options
- What to look for in a tax-free income plan
- Getting the most of your retirement dollars
Tax-Free Retirement Benefits
- Protection of your money
- Beneficiaries and tax-free payments
- Avoiding probate
- Flexible retirement options
Why Tax-Free Income In Retirement
- The impact of taxes on your overall retirement
- Potential ways to expand your income
- Protecting and growing money, tax-free
- Could tax-free retirement work for you?
Reach Out To Us
Learn More
Get To Know Us
Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902
Kim Allen OH Insurance Lic # 758135
Scott Allen OH Insurance Lic # 767132
Holland, OH Office
1590 Albon Road, Suite 40
Holland, OH 43528
Archbold, OH Office
103 B Degroff Ave.
Archbold, OH 43502
Fremont, OH Office
410 S. Front Street
Fremont, OH 43420
Findlay, OH Office
15271 US 224 East
Findlay, OH 45840
Adrian, MI Office
325 E. Maumee St.
Adrian, MI 49221
Lima, OH Office
315 N. Elizabeth Street
Lima, OH 45801
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.