The coming tax season is a perfect time to help your high-income clients assess the options available for their additional savings.
In a series of 6 back-to-back blogs we illustrate 5 key reasons why cash value life insurance can be a powerful savings vehicle when compared to other retirement income sources, especially a non-deductible IRA:
- Replacing the Post-Retirement Income Gap
- Diversifying Taxes at Retirement
- Cushioning a Market Downturn
- Guarding Longevity
- Maximizing Social Security
Today we flesh out Reason #2