Broker Check
17 May
Taxes in Retirement

Description

In our special event, Craig Miera of a Life Insurance Solution will discuss life insurance as a tax management strategy and Understanding Fixed Index Universal Life Insurance.

Make sure to save the date and register for the event!



Meeting link:  https://us02web.zoom.us/j/83955641755
Meeting ID: 839 5564 1755
Join by Phone: +16699006833,,83955641755

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.

Craig Miera and A Life Insurance Solution Group are not affiliated with or endorsed by LPL Financial or Zuk Financial

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Valley Wealth Strategies, a registered investment advisor. Zuk Financial and Valley Wealth Strategies are separate entities from LPL Financial.

Date and Time

Tue, May 17, 2022

6:00p - 7:00p PST

Location

Zoom Webinar

Note

Meeting Link and Meeting ID are listed in the event description.

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