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Buy low in one market. Sell high in another.

It’s the basic philosophy of investing, driven by arbitrage. Many clients are taking advantage of arbitrage in some form, be it stocks, bonds, currency, real estate or another leveraged investment to build portfolio wealth.

But what about leveraging the price discrepancies between insurance products?

As our clients approach retirement, the conversation flips from asset accumulation to income distribution, and this change involves new complexities. One of the most important parts of a successful retirement plan is preparing a tax-efficient income withdrawal strategy. This strategy isn’t just about guaranteeing income; it’s about preserving wealth over the client’s lifetime by minimizing their income taxes. A good withdrawal plan can impact the longevity of retirement savings and the total taxes the client pays over their lifetime.