Tax Diversification for Retirement

Successful professionals, executives, and business owners saving for retirement and want to impact their retirement income through tax efficiency 

Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a realize a significant impact on the tax consequences on their income in retirement. 

If you’re like many, a lot of your retirement savings could be in a pre-tax account (e.g. 401k/403b). That means the taxes will be due when you take your income in retirement. Do you think taxes will be higher or lower in the future? 

We've squeezed a lot of insights into an easy to understand 8-minute webinar. 

_{Pacific Advisors LLC is an Agency of the Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0K12914. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. #2022-141917 Exp. 8/24}