Services
Tax Advantaged Distribution is just as important as Tax Advantaged Accumulation.
Our Tax Advantage Protection Strategies
Risk Mitigation Planning -Growth Oriented - Inflation Protection
Tax-Advantaged, Tax-Deferred, Tax-Free - Distribution
Long-Term Care (LTC)
- "Age in place” in the event of necessary extended health care
- Tax-efficient, tax-free, and self-funding strategies
- Pension Protection Act 2006 strategies
- Secure Act 2019-2020 tactical ideas
- 50, 75, 100 % LTC protection hedges
- RMD leveraged Long Term Care plans
- Rule 72 (t)&(q) strategies
- Front-loaded flexible pay LTC funding
- Accumulating a pool of tax-free LTC funds
- Business owner Long-Term Care planning
- Business owner Section 162 Executive bonus plan for key employees
- Multi Life funding opportunities
- How to start the "LTC" family conversation
Annuities
- Alternative strategies to low-interest bond returns
- Guaranteed cash flow and income protection for life
- Tax-deferred growth potential
- Tax-deferred principal protection
- Annuity reviews, 1035 tax-free exchange
- Inherited IRA - Liquidity Maximization
- Pension Protection Act 2006 strategies
- Secure Act 2019-2020 tactical ideas
- Annuity funded LTC plans
- Roth IRA, 401(k) rollovers
- Rule 72 (t)&(q) strategies
- 60/40 alternatives
- Fixed Indexed & Variable Annuities
Life Insurance
- Death benefit protection
- Mortgage Protection
- Instant Decision IUL to age 60 / $1.5
- Instant Decision Term to $2.5 Million
- Legacy and Estate planning
- Life insurance for health challenges
- College planning supplementation
- Tax-free growth protection, and leverage
- Extra tax-free reserve cashflow
- Tax-free Cash flow $10,000 -$100,00+ year
- Multigenerational planning
- Gifting strategies
- (ILIT) Irrevocable Life Insurance Trust, reviews
- Split-Dollar Life Insurance
- Second-to-die. Survivorship Life
For more information on the services we offer, send us a quick email or call the office.
We welcome the opportunity to speak with you.
jwork@taxadvantageinfo.com | 703-909-8181