The Volatility Buffer Strategy
Tax Advantages
In addition to helping you hedge against a market downturn and increase the longevity of your qualified retirement plan, a Volatility Buffer built with whole life insurance inside a Wealth Maximization Account offers unique tax advantages not found with many other types of investments.
Take a look at this chart to see how different types of tax-free retirement income compare:
Here is a snapshot of the various types of tax advantages a Volatility Buffer can offer:
• Income tax-free death benefit
• Estate tax-free death benefit
• Earns interest and dividends tax-free
• Growth of cash value can be used tax-free
• Tax-free policy loans
• Tax-free retirement income
You can see these tax advantages displayed in your free download here
Next, we’ll look at how much money you can realistically spend in retirement.
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