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Retirement

Keep more of what you’ve earned

When it comes to boosting the value of your retirement investments, tax-deferred growth can be a game-changer. Most people are surprised at how large a chunk of their investments go toward taxes in their retirement. What seemed like a healthy nest egg, suddenly starts getting whittled away.

However, the right life insurance policy can help protect your future and generate income. Plus, there’s potential to get more from your investment dollars because the growth is tax-deferred.

Supplement retirement income

One way to add financial flexibility to your retirement is to consider permanent life insurance. It offers you the opportunity to accumulate cash value that you can then withdrawal during your lifetime—tax-free.

Policy loans and withdrawals won’t affect your:

Income tax bracket

Medicare premiums

Social Security tax

MAGI

Capital gains


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Minimize your tax exposure

Tax rates change constantly. Adding life insurance to your retirement portfolio can help minimize your tax exposure over time.


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What type is right for me?

Learn the many factors you’ll want to consider.

 

Compare your options

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Getting coverage should be easy.

Lincoln offers a streamlined, easy process with great customer service.


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