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Why tax deferral
matters today

Policies may change, but tax deferral matters for your clients over the long haul. 

As the headlines prove, when administrations change, taxes may, too. Yet with clients spending 50 years saving and 30 years or more in retirement, they’ll need your help to plan for the impact of taxes with a long-term view.

Helping clients reduce their tax bill

Your clients may be aware that taxes can take a bite out of their investment growth, but do they know how much? Whether investing in stocks for growth potential or in bonds for safety, clients may be surprised to see the numbers.   
 

Challenges impacting your clients
“Tax deferral is mission critical”

In this 1-minute webinar clip, Tim Seifert, Head of Annuity Sales for Lincoln Financial Distribution, explains how clients need help managing the impact of taxes on their retirement income, making tax deferral “mission critical” in his eyes.

Watch the video.

   
An action plan for managing taxes

When clients turn to you for help, how can you guide them on smart ways to defer taxes and create a tax-efficient income stream in retirement?
   

  1. Show clients the real impact of tax-deferral on their investment growth with this calculator.
  2. Together, explore ways to grow income tax-deferred with a lifetime income solution that matches your clients’ needs.
  3. Talk to your Lincoln representative to see our “Power of Knowing” presentation and learn more about taxes as well as the other major challenges that may stand between your clients and their retirement income goals.
     

Partner with us

To learn more about helping your clients find tax-efficient retirement income strategies, contact your Lincoln representative today at 877-533-0265. And follow us on LinkedIn and Twitter for regular insights and tips on retirement income planning conversations.

Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent advisor as to any tax, accounting, or legal statements made herein.

-Chris

ABOUT THE AUTHOR   

Chris Price

For more than 22 years, Christopher H. Price, JD, LLM, CLU®, ChFC®, AVP, Advanced Sales, Lincoln Financial Distributors, has helped advisors and their clients accumulate, distribute and transfer annuity assets by using a holistic approach. In 1983, he began his career as a trust officer with Sovran Bank (now Bank of America). Chris moved into financial planning, and followed that by managing an insurance agency that served some of the wealthiest families in the country. In 1994, Chris joined Delaware Investments, formerly a member of Lincoln Financial Group, where he was responsible for the product management of Delaware mutual funds and eventually Lincoln variable annuities. From 2000 to 2004, Chris used his expertise to help financial advisors and their clients with advanced case issues. In 2005, he transitioned to the Lincoln Advanced Sales team. Chris holds a BA in history from Vassar College, and law and master’s degrees from the Marshall-Wythe School of Law at the College of William & Mary.

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