Retirees and near-retirees often face a higher tax burden than necessary due to a complicated system and some little-known snags that can lead to big losses. With potential hikes and President Biden’s latest proposals creating plenty of legislative uncertainty, tax planning with your clients is more important than ever.
IAMS’ 2021 Macro Tax Planning Kit has the resources you need to get this critical conversation started and help your clients preserve more of their hard-earned wealth over time.
Your kit includes:
- Factfinders, questionnaires, and checklists
- Presentations on the SECURE ACT, tax planning in retirement, and more
- A consumer-facing Smart Wealth Accumulation (IUL) guide
- Updated tax tables
- Turnkey prospecting letters and social media posts
- A 1040 Guide and much more!
