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You may not be able to change many of lifes problems, but you can change…
How you face them.
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It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.
As a parent or grandparent, you can leave a legacy by using the magic of compound interest.
Financial Services and Life Insurance Business
I am a Gulfport native, have 40 years’ experience as a business owner and am the VP of Marston Rogers Group, a financial services and life insurance business. My life has been built on four pillars, stability, family, faith and hard work.
Retirement
- Tax-Free Retirement Accounts
- 401(K) Rollovers
- Retirement Income Planning
- IRA Rollovers
- Indexed Universal Life
- Fixed Indexed Annuities
- Roth IRA
Life Insurance
- Term
- Permanent
- Child Asset Builder
- Business Owners
- Employee Benefits
- Executive Benefits
Business & Estate
- Business Succession Planning
- Buy Sell Agreement Funding
- Key Person Retention
- Preparing for Retirement
- Estate Equalization
- Deferred Compensation
Taxes, market volatility and your retirement
When discussing retirement plans with my clients, I always discuss taxes. Taxes can make a huge difference in your income during your retirement years. I believe my clients need to develop retirement strategies that address taxation, while providing sources of supplemental retirement income. Here are some of the specific topics I discuss with my clients.
Meet Kathy Rogers
