Michael Rochford

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

https://bit.ly/3UPoD5I

*Dividends are not guaranteed.

Wishing you and your loved ones success and happiness in the year ahead. Happy Lunar New Year!