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This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.
In the article, Snyder gives specific advice on protecting clients' assets and giving them greater peace of mind. He compares the economic and regulatory environment now with the model many are used to and encourages a change in approach.
"The major financial objective of retirement planning should be to create the most income possible during retirement," he writes. "The goal of retirement planning never has been about getting a modest tax break today on qualified tax-deferred retirement plan contributions. Nor should it be about only growing assets in qualified tax-deferred retirement plans that will be decimated by taxes in the future."
Snyder has been a loyal NAIFA member since 2012 and is a Past President of NAIFA-North Bay (now NAIFA-Greater Bay Area).
Read the full article here.
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