A well-rounded retirement plan should include multiple income streams – at least one of which should be tax-free. Join us for an in-depth look at strategies designed to relieve you of the burden of paying taxes during your retirement years, and provide a lasting legacy for your family.
Is a tax-free retirement strategy right for you?
With a host of coverage options, flexibility, and tax advantages, certain permanent products can be a valuable part of your overall tax, retirement, and legacy planning strategies.
I encourage you to give me a call at (972) 473-4700 with any questions or click the link below to schedule a meeting in person or by phone!
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Disclosure: DeWitt & Dunn does not provide tax/legal advice. Please consult with the appropriate professional.