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Retirement Income
Business Continuation
Income for Survivors
Estate Preservation
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Ensuring continued income for those you leave behind

When a person dies, his/her assets are gathered by the Executors and distributed to beneficiaries. The survivors of the deceased may have income from several sources: government benefits, pension benefits, income producing assets, and life insurance. Most people have a general idea what income their survivors will need.

Assuming that something happened to you today, what amount of after tax monthly income do your survivor(s) need? $
How much of that income is already provided? $
What pre-tax rate of return will your survivor(s) be able to earn on capital provided to produce income? %
What average marginal tax rate should be applied to that rate of return? %

 

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