Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,
Did you know that property transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving
Tax brackets have an impact on your choice of funding insurance solutions to meet the needs of closely-held corporations and their shareholders! For example, a
You say you own a successful C-corporation with excess cash and you’d like to retire and turn it over to your children and still give money
Simple. Quite often qualified plan contributions, even at the limits, will be inadequate to meet the retirement income needs of highly compensated employees. Executives at
Watch for mutual fund companies to begin touting their 5-year track-records in a race for new assets. That’s because the ‘market meltdown’ happened six years
Investors often purchase annuities without really understanding what they bought, usually because the sometimes over-hyped guarantees sound so good their eyes tend to glaze over.
Ask anyone. Most investors tend to associate risk with loss. But losing money can happen without market risk every day: Congress can raise taxes, inflation
Does it make sense to invest in down markets? Some people simply quit investing and avoid the market altogether. This may be the wrong decision!
Remember when gas was 35-cents a gallon? You could fill a 10-gallon tank for $3.50! I know; I did – it was a small hatch-back. Heck, I
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
