Offset Future Tax Uncertainty

As more potential changes in the tax code arise, no one can predict what one will face when they retire. Since many retirement assets generate a tax bill, taxes can undermine your clients' plans and leave them with less than they expect. Fortunately, in addition to a typically federal income tax-free death benefit, life insurance can help. If a policy accumulates enough cash value, taking a one-time loan or withdrawal from it can supplement retirement income. 

Life insurance with cash value growth potential can be a valuable tool for taking control of taxes in retirement by harnessing the power of its tax benefits! Help your clients understand how their assets will be taxed in retirement, and the importance of tax diversification. 

This interactive Tax Challenge Tool from Prudential Financial can help them keep more of their hard-earned money by managing how their retirement assets are taxed. Share this client-approved experience to see how client’s portfolio’s stack up.

This information is provided for educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment or tax advice and is not a recommendation about managing or investing retirement savings.