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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). MWA Private Capital LLC and JWCA are unaffiliated entities. Any comments regarding safe and secure investments, and guaranteed income streams refer only to insurance products. They do no refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. Arkansas Insurance Producer LIC #239063, Arkansas Insurance Agency LIC #18411714.