True Tax-Efficient Wealth Planning: A Sneak Peek at Our Exclusive Webinar

Unlocking Tax Efficiency: Two Strategies Advisors Need to Know

Financial professionals need to understand when to use the right tools to guide high-income clients through wealth accumulation and tax minimization. This webinar will cover two key strategies: one for prime earning years and another for retirement and legacy planning.

During peak earning years, business owners and professionals need ways to reduce taxable income while maximizing retirement contributions. Later in life, when Required Minimum Distributions (RMDs) kick in, the focus shifts to minimizing tax burdens on accumulated pre-tax assets.

That’s why LIFE Brokerage is hosting our webinar on February 20, 2025, covering two powerful strategies:

• For Today: Cash Balance Plans – Ideal for business owners and high-income earners seeking to contribute beyond 401(k) limits, reduce taxable income, and integrate cash value life insurance for financial flexibility during their working years
• For Tomorrow: The Retirement Tax Minimization Strategy (RTMS) – For clients 60+ who want to reduce RMDs, lower tax exposure, and maximize legacy transfers by repositioning pre-tax assets into tax-efficient structures.

By understanding when and how to apply these practical and effective strategies, advisors can help clients make the most of their earnings while protecting their future wealth.