Securian Financial: Leaving a Tax Efficient Legacy
June 20, 2024 @ 2:00 pm - 2:30 pm EDT
Recent retirement tax legislation has downgraded qualified dollars as a favorable legacy asset. At the same time, lower tax rates under Tax Cuts & Jobs Act (TCJA) will expire in 2026. Now is the time to consider several strategies using annuities and life insurance as financial tools to create a more tax-efficient legacy for heirs.
SPEAKER: Ann Hagerty, JD, Advanced Sales Counsel, Securian Financial
Recent retirement tax legislation has downgraded qualified dollars as a favorable legacy asset. At the same time, lower tax rates under Tax Cuts & Jobs Act (TCJA) will expire in 2026. Now is the time to consider several strategies using annuities and life insurance as financial tools to create a more tax-efficient legacy for heirs.
SPEAKER: Ann Hagerty, JD, Advanced Sales Counsel, Securian Financial
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