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Tristate Financial Network
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Retirement Protection

 The following is for educational use only. This material is not intended to replace any tax, financial or legal advice. The reader should obtain personal counsel before implementing any methods described herein. 

What Is Retirement Protection?

There are strategies ready to enrich retirement.

Few if any people relish paying taxes, but remember, any taxes you owe will be deducted directly from your retirement savings once you've earned your income. Utilize retirement tactics to optimize your retirement funds' ability to support your retirement plans effectively. 

How Are You Saving For Retirement?

  1. Traditional IRA?
  2. Roth IRA?
  3. 401(k), 403(b), etc. ?
  4. How much are you contributing? What percentage? 
  5. How much does your employer match in your 401(k)?

4 Ways To Save Money

  1. Free (401k match) 
  2. Tax-Free (municipal bonds, Roth IRA, life insurance) 
  3. Tax-Deferred (401k, 403b, Traditional IRA, etc.) 
  4. Taxable (stocks, bonds, mutual funds, etc.) 

Free Consultation
Questions To Ask Yourself

  1. What retirement savings do you have? 
  2. Would you rather have some income in retirement that you don't have to pay tax on? 
  3. What’s your largest bill? 
  4. Do you agree you should be saving at least 10% of your income for retirement? 
  5. If you could design your own retirement savings plan, what would you like it to do for you?

Find out more
What Would Your Perfect Retirement Plan Look Like?

Tax On Harvest Or Seed?

If you were a farmer, which would be more logical to tax: the seed or the harvest? The clear choice is the seed. 

This analogy aligns with our outlook on retirement planning. By investing after-tax $$ in a secure vehicle that grows your money, you can effectively generate future cash flow and a lasting legacy.

Find out more
5 Most Important Factors

Side-by-side Comparison

  1. Safety/no loss
  2. Good returns/gains
  3. Tax-free
  4. Liquidity/access to the money
  5. Living benefits

Schedule an appointment

Videos

Retirement Income

If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account . . . watch this short video to learn retirement strategies.

Retirement Income Plan

If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for your retirement.

Find out more

 The information on this website is for educational use only. This material is not intended to replace any tax, financial or legal advice. The reader should obtain personal counsel before implementing any methods described herein. 

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Tristate Financial Network

303 Middletown Park Place Ste B, Louisville, Kentucky 40243, United States

Copyright © 2024 Tristate Financial Network - All Rights Reserved.


The information on this website is for educational use only. This material is not intended to replace any tax, financial or legal advice. The reader should obtain personal counsel before implementing any methods described herein.

Not all plans and products are available in all states. Coverage is subject to the terms and conditions of the policy.Limitations and exclusions may apply.

Tristate Financial Network is a licensed insurance agency and is not affiliated with or endorsed  by any government agency. 

As with any other sales opportunity, the independent agents compensation that is earned varies. Tristate Financial Network makes no guarantees on the amount of income an individual can make should they become an independent agent affilated with TFN.

 ​By contacting us or scheduling an interview  you give us permission to contact you by email, phone call or text. By submitting your information you verify that you consent to receive texts, emails and phone calls from Tristate Financial Network (TFN) or its affiliates both automated and live. Message and Data rates may apply. You may opt out at any time by texting or emailing the word "STOP". 

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