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>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Learn More
<p>Estimate Your RMD</p>

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More
<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More

Have a Question?

Thank you!
Oops!