Maximizing Wealth & Minimizing Taxes with Qualified Plan Solutions

For financial advisors and life insurance experts, helping high-income clients navigate tax-efficient retirement planning requires different strategies at different stages of life. 

During peak earning years, business owners and professionals need ways to reduce taxable income while maximizing retirement contributions. Later in life, when Required Minimum Distributions (RMDs) kick in, the focus shifts to minimizing tax burdens on accumulated pre-tax assets.

Understanding when to shift from wealth-building to tax-efficient withdrawal strategies is critical. 

Our expert speaker, Scott McHenry, President and Chief Actuary of McHenry Advisers, will break down two key strategies New Money Plans and Seasoned Money Plans 

What You'll Learn

• When and how to use Cash Balance Plans vs. RTMS based on your client’s financial stage.
• Strategies to reduce taxable income during peak earning years and lower RMDs in retirement.
• Insights from leading industry professionals on tax-efficient wealth-building and legacy planning.

Watch this webinar to gain the knowledge and tools to help your clients protect more of their wealth and make informed financial decisions.

Now Available OnDemand >>>