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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.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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