Your #retirement requires multiple #income streams. Are #tax-free retirement streams right for you? #retirementplanning #legacy #lifestyle
- Jay R. Jones

- Feb 18
- 1 min read
Updated: Jun 19
Is a tax-free retirement stream possible? With regard to need, structuring & sufficient asset-qualifications, the answer is yes. Our team meets with clients annually, with a needs-based selling approach for those clients. We have sophisticated expertise with all levels of these streams and risk protection.
What if we can show you a method, completely legal and ethical, and could avoid both probate court and taxes? If such a strategy applied to your individual goals and situation, then our firm would be happy to discuss further with you.
A method to assist in this stream is connecting to the gains of the market, while avoiding the pitfall and negative balances that are difficult to navigate individually. It all comes back to the question, "What type of money do you have?"https://www.advocateinsurers.com/post/what-type-of-money-do-you-have-how-much-will-you-need-in-retirement-we-can-assist
Also, read about guaranteed lifetime income streams: https://www.advocateinsurers.com/post/guaranteed-lifetime-income-and-is-it-for-you-retirement-legacy-guaranteedlifetimeincome
Additionally, you can read about tax-deferred growth:
For us, it is the variety of streams our clients possess for retirement and the protection of those streams. Another stream you are probably familiar with is tax-deferred growth https://www.advocateinsurers.com/post/what-is-tax-deferred-growth-retirement. Many Americans are familiar with these types of retirement streams. And, we'll need all the streams we can get.
Thanks for reading. Feel free to reach out. Our team offers the experience you need.





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