Looking for ways to save for retirement? Look no further!
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Looking for a Way to Save for Retirement? Look No Further!
There are many obstacles in life. Does your current employer not offer a 401(k), or are you wishing for a way to supplement your current retirement savings? Don’t let these challenges get in the way of you preparing for your retirement!
There are two kinds of IRAs that could work for you while being a powerful tool for your long-term financial goals.
- Traditional IRA1: Allows you to seek tax-deferral on contributions and a tax deduction.
- Roth IRA2: Ideal if you’re seeking tax-free withdrawals in retirement.
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Ready to learn more? Let’s talk today.
[Agent Name] [Agency Name] [Business Address] [Agent Phone #] [Agent Email Address]
[(If in CA or AR) State Insurance Lic. #:] |
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One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com |
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1. Distributions from traditional IRAs are taxed as ordinary income and, if taken prior to reaching age 59½ may be subject to an additional 10% federal income tax penalty.
2. To qualify for the federal tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five years, and the distribution must take place after age 59½ or due to death, disability,or a qualified special purpose distribution, which is a qualified first-time home purchase (up to a $10,000 lifetime maximum). Depending upon state law, Roth IRA distributions may be subject to state taxes.
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This information is not intended as tax or legal advice. Please consult with your Attorney or Accountant prior to acting upon any of the information concerning your own situation.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in NY and does not conduct insurance business in NY.
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No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value |
Not insured by any federal or state government agency |
Guarantees are dependent upon the claims-paying ability of the issuing company.
TC131248(0123)P | Cat No 105690(0223)
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