Retirement Income

Developing a life insurance strategy today will help you efficiently transfer guaranteed, tax-free cash along to your heirs in the future. But life insurance can also be considered an asset and an investment alternative.

Life insurance policies that generate tax-free cash in the future.
You can access the money inside your life insurance policy. Policies that have been in force for many years can be borrowed against, creating a tax-free stream of income that can be used for retirement, paying college costs, or anything else you need the cash for. BNJA can help you navigate the IRS guidelines to use those dollars tax-free.

<p>Rightsizing for Retirement</p>

Rightsizing for Retirement

What does your home really cost?
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<p>Estimate Your RMD</p>

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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