Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether.

Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% additional federal tax.

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon

Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

This website is for informational purposes only. It is not intended to provide tax or legal advice. By contacting us you may be provided with information regarding the purchase of insurance or investment products in the future.

© 2018 Goodman Lifetime Wealth Strategies.

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon