Tax Minimization

While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.
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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.

Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent additional federal tax.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@guardianresources.net or call us at 952-746-1555 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for Us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

  • At Guardian Resources, we offer you the following services:

    (Click the images below to learn more about each service)

    Annuities

    Wealth Accumulation

    Asset Protection

    Life Insurance

    Retirement Income Strategies

    Tax Minimization Strategies

    Long-Term Care

    IRA & 401(k) Rollovers

    IRA Legacy Planning

    We can also refer you to professionals who provide the following services:

    » Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

    Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.