Income for Life

Retiring Is Easy, Staying Retired Is Difficult.

We Help You STAY Retired.

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Do you like paying taxes?  Well, of course you don’t.  That was a silly question, wasn’t it?  But what about your loved ones and your beneficiaries when you pass away?  Do you know what kind of tax burden you might bestow upon them when you inevitably kick the bucket?

Unbeknownst to most people is the tax inefficiency that exists in their portfolio.  After all, you worked a lifetime to save what you have, and you probably want as much as humanly possible to pass on to those who you love if you don’t get to spend it yourself, don’t you?

The top two questions to have answered right away are:

  • What happens when I die…do they tax my estate?
  • What can I do to reduce the tax bill to my loved ones?

Contact us today at 877-284-8929 to learn strategies that might help you pass more money on to your family and less on to Uncle Sam and the IRS!

 

Matt Nelson, president and host of Income For Life Radio

877-284-8929 | www.IncomeForLife.org

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Meet Matt Nelson and the more than 400 back office team members at Income For Life that will be working on your retirement plan and helping you STAY retired!

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