Marketing Financial

Prepare Your Clients for Future Tax Rate Increases

Taxable Qualified Income

vs.

Tax-Free Retirement Income

Are your clients still putting most of their savings into qualified plans? Are they aware how qualified money will be taxed at distribution time?  Now is the best time to educate your clients on the importance of saving some of their money in a tax-free retirement plan.  Marketing Financial will provide you will illustrations to compare options.