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IUL and Tax Diversification

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10:00 am to 11:00 am
06/06/2024

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Insurance Advisors Direct

800-381-0977

info@iadbrokerage.com

www.iadbrokerage.com

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A tax allocation strategy that begins with diversifying retirement income sources is an important step to help minimize the impact of ever-changing tax rates for your clients. Focus on including tax vehicles that hold various tax qualifications – taxable, tax-deferred, and tax-free – to help combat taxation risk when taking withdrawals.