WSJ Article: How to Leave Grandkids Your Retirement Savings – and Not a Huge Tax Bill
WSJ Article: How to Leave Grandkids Your Retirement Savings – And Not a Huge Tax Bill
Tax Mitigation
Benefits of Integrating Insurance Products Into a Retirement Plan
Benefits of Integrating Insurance Products Into a Retirement Plan
Simple Federal Estate Tax Estimator
Reduce or Eliminate Estate Taxes The estate and gift-tax exemption is about to get cut in half, exposing exponentially more wealthy Americans to the death tax. Deploy our super simple Federal Estate Tax Estimator to quickly educate your clients about this increasing tax! Be the first Advisor who brings this urgent topic to your clients’ […]
Life Insurance and Annuities Optimize Retirement Income
The business consultants at EY have analyzed the effectiveness of several retirement funding strategies. Their study concludes that a well-diversified mix of investments, life insurance, and annuities optimize retirement income. Let’s take a look at what they found. Retirement Income Shortfall EY estimates that by 2030 there will be a $200+ trillion retirement income shortfall. […]
Death Tax Mitigation Strategy
Guaranteed premium survivorship (2nd-to-die) life insurance policies are often the most tax-efficient financial tool married couples can deploy to leverage their death tax mitigation strategy. Guaranteed lump sums (including 1035s), short pays, and annual premium designs provide maximum funding flexibility. Peace of mind comes from knowing that, no matter what happens to interest rates, markets, or the […]
