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Phone: (480) 620-6777

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Tax Minimization Planning

Rising taxes are a concern for many individuals approaching retirement. It's 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.

While very few financial vehicles avoid taxes altogether, insurance products only allow you to defer paying them until retirement – when you may be in a lower tax bracket.

tax-minimization


 

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.

 

Our Motto

JW Financial Consulting, LLC was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At JW Financial Consulting, LLC we believe that relationships can only thrive when values match.

At JW Financial Consulting, LLC we do what's right, not what's popular!

 

Contact Us

JW Financial Consulting, LLC

2345 South Alma School Road, Suite #106

Mesa, AZ 85210

Phone: (480) 620-6777

info@JWFinancialConsulting.com

DBA - Senior Consultants

 

JW Financial Consulting, LLC Office Map