With proposed tax changes on the horizon, understanding how you can help protect your clients’ retirement savings from tax drag is more important than ever. By the end of this webinar, you’ll have a better understanding of how taxes can impact your clients’ retirement plans, considerations for navigating changes in tax legislation, and how you may be able to help your clients improve the tax efficiency of their portfolios.
Join our interactive webinar to learn:
- How taxes can impact your clients’ long-term retirement plans
- Why tax code proposals for 2022 may impact planning in the upcoming tax season
- How you can limit tax exposure with tax-efficient investing strategies
- Why advisors who expand their tax management toolkits may have an advantage
The tax treatment of life insurance is subject to change. Neither Protective nor its representatives offer legal or tax advice. Please consult with a legal or tax adviser regarding individual situations before making any tax-related decisions.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Mark Berwanger
2nd Vice President, Divisional Sales Manager, Independent and RIA Channel, Retirement Division
Protective Life