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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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