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    Home » Services » Tax Minimization Planning

    Tax Minimization Planning

    Tax considerations are an important component of any comprehensive financial strategy. You do not want to spend time accumulating wealth, only to have it diminished by poor tax planning. The professionals at Priority Financial partner with a cadre of tax professionals to develop options for reducing your tax burden throughout retirement. While you cannot escape taxes, proper planning leaves you with more money in your pocket, available as part of your regular income stream.

    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 59 1/2, may be subject to a 10% federal additional tax.

    We invite you to come into our office

    To schedule a time to discuss your retirement future, contact us at info@priorityfinancialnow.com or call us at 818-428-1238.

    Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

    Complimentary Guide
    "10 Things to Know About Retirement Income”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.
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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    CA Insurance License #0H38616