January 12, 2023
Tax Season is Upon Us!
Expanding your business is our priority
With tax season top of mind, we’re giving you the tools you need to sell in the upcoming months.
Tax free retirement – more important than ever in 2023
We will be exploring the creative ways life insurance has the potential to create the income needed in retirement, and even better, how that income is tax-free¹. We will address the three major objectives all retirees have . . . income, liquidity and legacy.
IRAs are on people’s minds
In the beginning of the year, IRAs are on people’s minds as they look for ways to reduce their taxable income. An IRA can do that and so much more. We will be exploring the types of IRAs; the role they serve with job changes and the value they add for small businesses.
Small business employee retention
Finding good employees is hard and keeping them is even harder. Having a retirement plan for employees is a key way businesses can protect their teams from changing jobs. We will be diving into the different types of qualified plans available for small businesses and how they offer tax-benefits.
Watch for all of this and more weekly in the NLEdge!
- The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event.
