Insured Retirement Plan
The Insured Retirement Plan (IRP) is a tax planning strategy that can help boost retirement income by complementing your existing retirement savings.
The IRP uses a flexible investment vehicle, tax-exempt life insurance, to build your wealth and provide you the following:
- A solution to current and future insurance needs
- An opportunity to take advantage of tax-deferred growth
- A tax-efficient way to supplement your financial needs in retirement
By utilizing the accumulated value of a tax-exempt life insurance policy, the Insured Retirement Plan can provide you with future tax-efficient cash flow that will further supplement your retirement income.
As a first step, contact us today.