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Tax Smart Retirement


Learn how to create a Tax-Smart Supplemental Retirement Plan that:
  • Provides liquidity and access to your cash value at any age*
  • Achieves market-like returns without any downside risk**
  • Allows you to draw income in retirement, tax-free!***
  • Delivers a lump-sum cash benefit if you are diagnosed terminally or critically ill
  • Provides a tax-free payout to your family when you die



Disclaimer: ACG is not a law firm and does not practice law and does not give legal advice. American Wealth Group has multiple affiliations with law firms who prepare legal documents and can provide legal advice. Copyright 2013 by American Wealth Group. All rights reserved.

*Your cash value may be subject to a surrender charge, depending on certain factors.
**Interest credited to your account is subject to a cap.
***This is typically accomplished by taking out a policy loan.


 
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Astwood CONSULTING GROUP
287 East 950 South
Orem, UT 84058

8537 S. Redwood rd suite a
west jordan, ut 84088
PH: 385.351.0924
FX: 866.950.3070

 

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Astwood Insurance, LLC
287 East 950 South
Orem, UT 84058

8537 S. Redwood rd suite a
west jordan, ut 84088

PH: 801.224.0165
FX: 866.950.3070
 

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