The Tax Advantage of Life Insurance

Jun 24, 2023  -  Unifirst Financial & Tax Consultants  -  News & Updates

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

America's #1 Tax Advisor, Ed Slott, CPA says...Life insurance is the most flexible and tax-efficient asset to leave to a trust.  And best of all, you don’t have any income tax on life insurance, and it can be excluded from the estate.

Contac us today so we can help you as employers and have your employees benefit as well.

Patrick Anderson


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