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Willis Agency
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Don't let the IRS get every last drop!!! http://ow.ly/2BgH30jrjp6
Up to 70% of the value of your IRA can go to taxes, but you have CHOICES!
Your IRA can maintian tax-deferred status over your lifetime and that of your heirs.
You can turn your IRA into a Multi-Generational IRA.
Find out how. Contact the Willis Agency today for your FREE Estate Review
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Here is a way to make the most out of your tax refund...

Think retirement. The average return of $3,183 is more than half the maximum yearly contribution of a Roth IRA- $6,500 if age 50 or over
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Thinking about retiring?
DID YOU KNOW?
If you retire at age 55 or older, you can potentially take distributions from your 401K or other employer-sponsored retirement plan without incurring penalties. You can avoid the usual 10% federal tax penalty on early withdrawals, but note, you'll still owe income taxes on these distributions.
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Do you know your Tax Facts?
Let the Willis Agency help, check out the 2018 Tax Facts at a Glance.

Where there is a Willis, there is a Way!!! http://ow.ly/i/DdNlW
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Here is a helpful tip from the Willis Agency to help retirees lower their taxes

Retirees should consider fixed income annuities, which can provide tax-deferred income until it is distributed. While guaranteeing the principal, it provides triple tax exemptions (federal, state, and Social Security tax on the undistributed income).

Give the Willis Agency a call, we can help! 813-948-9109
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The Willis Agency can help you find the right life insurance for you an your needs.
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3 Changes to Medicare in 2018

1. Rejoice! Part D premiums are going down
2. Medicare Advantage members have fewer low out-of-pocket plan options
3. There are new Part B surcharge income brackets for the wealthy

Give The Willis Agency a call so we can help guide you thorugh the Medicare Maze.
(813) 948-9109
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7 Year indexed annuities

For lifetime income...
*Same great features PLUS...
*Income rider for lifetime income
*7% Benefit Base bonus, 7% rollup compounded for up to 7 years
*Chronic illness doubler
*Competitive income-withdrawal percentages
*40-80 applicant ages
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You still have time!
Medicare open enrollment is through December 7th. If you would like to make any changes, call The Willis Agency at (813) 948-9109.
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Jim had a great night a couple of weeks ago at the FCA event, especially hanging out with the great Lou Piniella!
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