Get your complimentary 2024 Macro Tax Planning Kit!


Get your complimentary 2024 Macro Tax Planning Kit

Retirees and near-retirees continue to grapple with a complex tax landscape, which can result in unnecessary financial burdens and potential losses. In the current environment, staying ahead of tax implications is more crucial than ever - and proactive planning can help mitigate risks and maximize returns for retirees and those nearing retirement.

IAMS' 2024 Macro Tax Planning Kit offers invaluable resources to initiate these essential conversations with your clients. By addressing tax concerns and adapting strategies to the current environment, you can empower your clients to achieve their long-term financial goals with confidence.

What's inside:

  • Factfinders, presentations, questionnaires, and checklists
  • An Inflation Reduction Act tax implications guide
  • A consumer-facing Smart Wealth Accumulation (IUL) guide
  • Updated tax tables
  • Turnkey prospecting letters and social media posts
  • A 1040 Guide and much more

Submit your information here to request your complimentary kit