Avoiding the 2026 tax increase
(PLUS How to Plan for Long Term Care)

Are you following the news? The Secure Act 2.0 as well as potential new taxes are on the horizon. In addition, have you considered how a long-term care stay would affect your retirement savings?

Thursday, Oct. 7th at Noon or 6pm

Looking to learn about ways to have a tax-free retirement, leave a legacy, or how long-term care may affect your strategy?  Join us for this informative online webinar.

Did you know the average stay per year in a nursing home is $80,000?!?
What is your plan?

Complimentary Webinar:
“Avoiding the 2026 Tax Increase”
Plus how to plan for Long Term Care

Join us as we discuss:

How Taxes Affect Retirement

  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning

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Strategies for Tax-Free Income

  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • Protecting your legacy

Long Term Care Planning

  • 7 out of 10 retirees age 65 or older will need long term care in their lifetimes
  • Policies that allow you to pay for LTC with tax-free dollars
  • The costs of Long Term Care and how to strategize around that.

Why Tax-Free Income In Retirement

  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

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