Tax Benefits Available as You Age

The AFI Group

Published on: 04/10/2017

Finding any helpful reason to pull down your tax liabilities is a welcomed benefit, no matter one’s age. But, once you move into your golden years, exploring new tax benefits is worth the time and effort—you may have specific tax benefits available to you that you couldn’t previously claim. And any money you save today can help you fund a long and comfortable retirement.

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Tax Benefits of Life Insurance and Annuities

The AFI Group

Published on: 28/02/2017

Life insurance policies and annuities can be a helpful tool for providing extra protection and income for yourself and your family. But, you can also receive deeper benefits thanks to certain tax advantages that each investment offers. Here are some common ways that life insurance and annuities provide you with tax benefits.

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