Protect Retirement Distributions from Taxes

Are your client’s buckets balanced? 

There are many ways your clients can set aside money for retirement. How they allocate their money may help enhance their retirement distributions by adjusting how and when they are taxed. 

Walk your clients through The Tax Dilemma flyer to help them see if adjustments can help provide greater control of the taxes they’ll pay. 

After all, it’s not necessarily how much money you have that is important…it’s how much you get to keep that really matters.