You need to consider your tax bracket when you come up with a plan for drawing on your savings for retirement.
How Much to Take from Tax-Free, Taxable, and Tax-Deferred Accounts in Retirement?
read more
A tax-deferred savings plan is an investment account that allows a taxpayer to postpone paying taxes on the money invested until it is withdrawn, generally after retirement. The best-known such plans are individual retirement accounts (IRAs) and 401(k)s
Get in touch
Schedule sometime
Let me answer your questions?
By using an agent to purchase insurance, the policyholder receives more personal service. An agent with whom there is direct contact can be vital when purchasing a product and absolutely necessary when filing a claim. A local, independent agent is able to deliver quality insurance with competitive pricing and local personalized service.
120 19th Street North Suite 248, Birmingham, AL 35203
