Make My 401k Tax Neutralizer
  • Do you know that there is over $3.5 trillion dollars in qualified plans such as 401K plans1?
  • Help your clients understand the future tax consequences on their regular 401K plan.
  • Present a professionally designed printout that will help demonstrate how a properly structured IUL can help offset the taxes due with their regular 401K plan withdrawals
  • Develop a deeper relationship with your client by showing them alternatives

1 According to the Investment Company Institute as of September 30, 2012:

Simplicity Life is not a broker dealer, registered investment adviser, or tax adviser and the output from the calculators contained on any Simplicity Life websites DOES NOT constitute tax or securities advice. Contact a qualified tax professional BEFORE withdrawal of funds from a qualified defined benefit contribution plan such as a 401(k). All calculations are based on information provided by the user. The output from the calculators contain within any Simplicity Life, Inc. are NOT guaranteed, but is believed to be accurate and reliable.