A dynasty trust allows individuals to maintain a level of personal autonomy that is often difficult to achieve in today’s global economy. This is due to factors such as high tax rates, limited job opportunities in hierarchical corporations and public-sector agencies, and the erosion...
Are tax rates set to increase? What happens to retirement income if taxes go up? Currently, income tax and capital gains tax rates are at historically low levels. The US government debt has reached $31+ trillion, with $170+ trillion in unfunded liabilities. State and individual debt...
Save $200K to $500K Annually with Tax-Deferred Savings The Cash Balance Plus Plan allows solo and small business owners, professionals, and entrepreneurs to save significantly more money compared to traditional retirement savings plans. This defined-benefit plan offers higher contribution...
When considering irrevocable trusts, one major concern for moderately wealthy individuals is giving up control and access to their assets. However, there are techniques available to grantors that can provide them with access to trust assets, making the decision to create an irrevocable...
High Interest Rates Boost Cash-Value Growth in Life Insurance With the current high inflation and corresponding high bond interest rates, the cash value in indexed universal life insurance (IUL) policies can experience increased growth. This provides reassurance to IUL policy owners who...
