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Gain Financial Security in Time for Retirement

Tax planning is an integral part of any investment management decision. When you prepare for the future, you should think ahead to retirement where your financial security is at risk. Here at Tax Deferred Benefits LLC, there is no such thing as “too late” if it means helping you attain financial freedom.

Financial Security Services

Fixed Annuities

The insurance company guarantees your principal and declares an interest payment for each year. Interest grows untaxed until withdrawn.

Income Accumulation
Income Distribution
Fixed annuities for income accumulation and distribution
401(k) Plans (Eliminates Future Risk)
Pension Plans (Guarantees Benefits)
Income Accumulation

At the end of your accumulation period (10, 15 years, etc.) your contract terminates and you withdraw your funds in a lump sum.

Income Distribution

You deposit a certain lump sum with the insurance company, and they agree to pay you an income for a certain time period, such as 10 years, 15 years, life, etc.

Fixed annuities for income accumulation and distribution

A combination of accumulation and distribution options in one contract, usually an income rider.

401(k) Plans (Eliminates Future Risk)

The principle is guaranteed hence eliminates future risk.

Pension Plans (Guarantees Benefits)

Fixed-Indexed Annuities

The insurance company guarantees your principal, and your interest earned is indexed to a market performing index such as the Standard and Poor’s 500 index or Dow industrial index, etc. Interest grows untaxed until withdrawn.

Income Accumulation
Income Distribution
Annuities, life insurance and other assets for charitable remainder trusts
401k plans investing in Charities
Life insurance for income protection
Life insurance for wealth protection
Annuities with long term care benefits
Life insurance with long term care benefits
IRA, 401K, Pension Plan consulting & full administration
Income Accumulation

Your contract terminates after a defined number of years and you take your withdrawal.

Income Distribution

You deposit a certain lump sum with the insurance company, and they agree to pay you an income for a certain time period, such as 10 years, 15 years, life, etc.

Annuities, life insurance and other assets for charitable remainder trusts
401k plans investing in Charities
Life insurance for income protection
Life insurance for wealth protection
Annuities with long term care benefits
Life insurance with long term care benefits
IRA, 401K, Pension Plan consulting & full administration

Life Insurance for Wealth Protection

  • Income Protection

    This provides you with a regular replacement income in the event that you fall ill or become injured, rendering you unable to work.

  • Life Insurance With Long-Term Care Benefits

    Long-term care life insurance (LTCI) is a type of insurance that covers the costs of home health care, nursing home care, and personal or adult care for individuals above the age of 65. This also applies to people who have a chronic condition and are in need of supervision.

  • Annuities With Long-Term Care Benefits

    Long-term care annuities (LTCA) provide long-term protection for costs that are not covered by your health insurance policy. With this insurance, you generally only have to make one payment and then it’s considered fully financed.

  • 401(k) Plans Investing in Charities (Split-Dollar Using Investment-Grade Life Insurance)

    We offer split-dollar plans that let you share the cost and benefits of a permanent life insurance policy. These come with investment-grade strategies that enable you to invest your money without having to pay taxes on its growth. In addition, you will be able to withdraw your money when you need it.

  • Other Assets for Charitable Remainder Trusts

    A charitable remainder trust (CRT) is a permanent trust that produces a potential income stream for you, with the rest of the donated assets going to your favorite charities or causes.