Women Empowering Financial Independence
offering tax deductible plans for funding retirement benefits, buyouts, or estate liquidity. These plans allow for unlimited tax deductible contributions, tax-free build-up, and tax-free withdrawals. Currently, we know of no other plans which offer all three tax advantages, i.e. deductible contributions, tax-free build-up, and tax-free distributions.
Our nationwide team of licensed professional women are prepared to provide you with the financial solutions you need to plan for your future. We have creative and flexible strategies to ensure you plan your future, your way – now and in retirement.
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Keeping up with the ins and outs of the tax system in relation to your earnings can help you save more of your hard-earned income. Before implementing any tax strategy, please consult a qualified Certified Public Accountant (CPA). By working closely with your financial advisor and your CPA, you can employ smart strategies to make tax rules work for you.