With the U.S. national debt at $35 trillion(1) and a federal deficit of nearly $1.73 trillion(2), the potential for higher taxes is real. Our latest whitepaper, “Tax Uncertainty Equals Income Uncertainty,” provides the insights you need to help protect your clients’ retirement income.
Key Highlights
- Tax Uncertainty: Understand the current tax landscape and the potential for future increases.
- Historical Context: Discover why today’s 37% top marginal tax rate is historically low and why effective tax rates are rising.
- Strategic Diversification: Learn how to diversify retirement income into taxable, tax-deferred, and tax-free vehicles to minimize tax exposure.
What You’ll Discover:
- Expert Analysis: Insights into the current and potential future tax environment.
- Actionable Strategies: Practical steps to optimize retirement income and reduce tax liability.
- Comprehensive Tools: Guides and tools to implement advanced tax allocation strategies.
Don’t let tax uncertainty jeopardize your clients’ financial security. Download the whitepaper now and equip yourself with the knowledge to help them prepare for a tax-smart retirement.
Fill Out the Form to Register Now
(1) https://www.usdebtclock.org/
(2) https://www.cbo.gov/publication/59727
Tax laws are subject to change. Clients should consult their tax professional.
This material is not approved, produced, or endorsed by the U.S. Government.
This document is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.
Please note that Southwest Annuities Marketing, its subsidiaries, affiliated entities, or representatives/employees do not give legal or tax advice.
Encourage your clients to consult their tax advisor or attorney.
CSA250309-0426 For financial professional use only – not for use with the general public.
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