Get informed on the Secure 2.0 Act
Stay in the know about the recent Secure 2.0 Act changes enacted on December 29, 2022. If the recent changes impact you or your clients, please reference the FAQs below.
5 Key Tax-Planning Strategies
Check out these five important tax strategies that can help you keep more of what you earned during the tax season.
Taxes are Like a Jar of Jelly Beans
When thinking about retirement planning, it can be helpful to visualize each of your future income sources as individual flavors of jelly beans mixed up in a jar.
How Much of Your Assets Should be Growing Tax-Deferred?
Tax deferral through a variable annuity can provide a powerful tool in your investment process.
Get the Tax Facts
Know the tax facts of your tax situation as it relates to the creation, preservation, and distribution of your wealth.
1040 Form Comparison Tool
Compare your 1040 form to our digital example to find potential tax inefficiencies and help identify opportunities for growth.
Taxable Investment Analysis
This analysis will help you compare the accumulation values and after-tax withdrawals of investments subject to income tax each year versus deferring the tax until withdrawals occur.
Tax Advantages of Annuities
Use this calculator to compare the tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.