This Could Save You on Taxes
An episode of the Wealth Talks podcast, hosted by Wealth Talks Podcast, titled "This Could Save You on Taxes" was published on September 6, 2023 and runs 28 minutes.
September 6, 2023 ·28m · Wealth Talks
Episode Description
412(e)(3) plans are fully insured retirement plans. This type of plan is not dependent on market performance, it is based on the guarantees of whole life insurance and annuities. Not only does this take the guesswork and market dangers out of retirement planning, it can also save you a lot on taxes today.
But 412(e)(3) plans will only work well in some situations. Do they make sense for you? Find out on Wealth Talks.
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