April 17th, 2014
The American Taxpayer Relief Act (ATRA) has imposed additional tax burdens on high-income earners. Now, more than ever, they need ideas on how to save for retirement and minimize their tax burden when using their money for retirement. We discuss the new taxes, how they apply, some little-known “tax traps” as related to Modified Adjusted Gross Income, and how a properly structured Life Insurance policy can become a very important supplemental retirement vehicle.
It is not how much someone has at retirement that matters. What matters is how much they can get out.
Shaw American and Mark Berry, CFP, CLU with Lincoln Financial Group invites you to an online meeting using WebEx.
Meeting Number: 744 742 301
Meeting Password: This meeting does not require a password.
1. Click here Go To the Meeting.
2. If requested, enter your name and email address.
3. If a password is required, enter the meeting password: This meeting does not require a password.
4. Click “Join”.
5. Follow the instructions that appear on your screen.
Call-in toll-free number: 1-888-764-3633 (US)
Conference Code: 491 415 4Tags: ATRA, Lincoln Financial Group WebEx, lincoln financial group