Two Lives - One Tax Free Benefit

 Borde & Associates, P.A.

Two Lives - One Tax Free Benefit

If you are married, and 1) you want to equalize your children's inheritance; or 2) create tax free retirement income for as long as you both live; or 3) want to pay off your estate taxes without liquidating your assets . . . watch this short video to learn how two people (usually a married couple) can qualify for life insurance at pennies on the dollar.

For more information call 321-252-2340

Watch video: https://financialsecurity.video/c6fXOfy2MaQ

#lifeinsurance #estateplanning #retirementplanning #retirement #taxfreeretirement

Business Succession Planning

 Borde & Associates, P.A.

Business Succession Planning

If you intend to pass your business onto the next generation, and you want to minimize both the tax implications and the risk of transition, watch this short video to learn how to develop the perfect exit strategy or business succession plan.

For more information call 321-252-2340

Watch video: https://financialsecurity.video/c6fn6pWiMg2

#retirementplanning #SuccessionPlanning #businessplanning

Your Tax Free Retirement Strategy

 Borde & Associates, P.A.

Your Tax Free Retirement Strategy

If you are currently saving for retirement with an IRA, 401k, 403b or 457 plan . . . . watch this short video to learn how the money you save can be paid out to you during retirement tax free.

To learn more call 321-252-2340

Watch video: https://financialsecurity.video/c6fZkLF7vxY

#retirement #RetirementPlanning #taxplanning #retirementincome