Join Safe Harbor Financial on June 17th at 1:00 PM ET to find out how you can make $9,000 in just 9 minutes.
Turning 73 is a key milestone for retirement planning: It’s the year required minimum distributions (RMDs) go into effect for most.
This means that your clients will need to start drawing down their balances from tax-deferred retirement accounts like 401(k)s and IRAs.
Since RMDs count as taxable income, they have the potential to trigger significant tax bills. But with a QLAC, you may be able to reduce the RMD tax burden of your clients by deferring UNWANTED RMDs UP TO AGE 85 and help preserve more of their hard-earned wealth in the process.
While required minimum distributions are ultimately unavoidable, your clients have options to mitigate their overall tax impact.
Don’t miss out, start earning $9,000 in only 9 minutes by showing the QLAC strategy to your clients.
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