While clients may find comfort in larger balances in their retirement plans, they may not appreciate the effect taxes will have on their retirement income. The closer a client gets to retirement, the more important it is to hold conversations regarding strategies for decreasing future taxation. We will introduce varying approaches to consider to potentially position your client for enhancing income while reducing taxes.
Learning objectives:
- Six taxation strategies for your clients to consider with their tax advisor
- Varying approaches to help position your client for enhancing income while reducing taxes, including an annuity as part of an overall portfolio
- Drawdown scenarios to help lessen tax burden and reach retirement goals
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Allianz Life Insurance Company of North America
Allianz Life Insurance Company of New York
Waldean Wall
Vice President, Advanced Markets and Solutions
Allianz
Diana Britton - Host
Managing Editor
WealthManagement.com
Annuities can help your clients meet their long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.
This content is for general educational purposes only. It is not, however, intended to provide fiduciary, tax or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to social security or Medicare.. Clients are encouraged to consult their tax advisor or attorney or Social Security Administration (SSA) office for their particular situation.
Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York do not provide financial planning services.
Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York and Allianz Life Financial Services, LLC are affiliated companies and not affiliated with WeathManagement.com.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York.
For financial professional use only - not for use with the public.
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