Taxes on Your Mind and Tools
All the tax guidelines fit to print (on one sheet of paper)
Our 2021 tax reference guide is a one-stop shop for some common tax guidelines and rates. Employer plan and IRA contribution limits? Check. Estate, gift and corporate tax rates? Also, check. With April 15 just around the corner, use this as your go-to tax reference when clients call with last-minute questions.
How to look forward to taxes
Most clients probably try to think about their taxes just one day a year. But you can help clients understand that doing their taxes can be about more than just looking at the year behind them – it can also be about planning for the years ahead. Visit our website to learn how you can help clients reduce their effective tax rate in retirement, pre-fund their retirement taxes and create a tax-efficient legacy.
Using tax-advantaged dollars for Long-Term Care
When you combine an innovative insurance product with the right tax strategy, a new world of opportunity appears. Case in point: SecureCare Universal Life’s unique premium structure offers clients potential tax deductions and savings – and you can show them how to turn them on.
Financial schemes targeting seniors and vulnerable adults
Scams, fraud and financial abuse cost older Americans billions each year1. Learn more about how to be alert for financial schemes targeting seniors and vulnerable adults and how action can be taken.