Most of us would love to retire as soon as possible—but we’d also like to have the cash on hand to enjoy an exciting life now, prepare for major life events, and make sure our loved ones are taken care of and receive the maximum benefit from our assets after we’re gone.
Sound like a dream?
Creating the best plan for your retirement might be easier than you think. With the right strategies in place, you can prepare for an exciting retirement where you and your loved ones receive the maximum benefit from your hard work. A supplemental life insurance retirement plan (or SLIRP) helps protect your family in the event that you pass away unexpectedly, and it can ensure they receive their benefits income and estate tax-free. With a SLIRP, you don’t have to be limited by the government’s annual contribution amounts. You can save more tax-deferred money and access it when you need it, whether it’s to help fund your kids’ college or purchase a retirement home (even before you retire).
Want to learn more about maximizing your retirement plan? Watch this video to learn about a SLIRP, and give us a call to talk about any questions you have.
