The opportunity:
Born from 1965 to 1980,1 Gen Xers are in their prime earning years. In fact, 46% of business owners are members of this generation.2 These clients should be thinking about portfolio diversification to help mitigate tax risk in retirement.

The message:
“If you are making maximum contributions to your 401(k) plan or own a business, talk with a financial professional about planning
for tax-efficient retirement income.”

1FamilySearch, “Generation X: History and Characteristics,” January 16, 2021.
2SmallBizGenius, “39 Entrepreneur Statistics You Need to Know in 2021,” May 27, 2021.

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"Diversify with a tax-efficient retirement asset"

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