Category Archives: Taxes
Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you want … Continue reading
Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.
Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading
Watch our latest BREW for solutions to get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading
The weekly Brew with special guest Jason Jafferis of Prudential presenting on Loan Rescue. Continue reading
Easements a tax deduction and funding concept. Protect land and get a tax deduction. Continue reading