Largo Financial Services

Tax-Free Retirement

It’s no secret that we can’t depend on Social Security or pensions alone to provide the income necessary to live out our golden years of retirement. Today’s retirees are more active and enjoying longer lives than ever before.

Are you certain your current retirement plan will last as long as you need it and keep you in a comfortable lifestyle? Have your retirement funds been diminished by losses in the stock market? Well, what if you could enjoy:

  • the gains of certain stock market indices with lower risk
  • the tax-deferred benefits of a qualified plan
  • the flexibility to fund and withdraw your money tax-free regardless of age and income;
  • guaranteed lifetime income; and
  • provide a tax-free income for your heirs?

It’s possible and we can show you how to enjoy the benefits of tax-free retirement income. What are your dreams for retirement? We can help you get there.

View the video below to learn how to Earn Tax-Free Interest and Tax-Free Income at Retirement.

The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy’s cash value in early years. Guarantees are dependent upon the claims-paying ability of the issuing company.

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