22Jan
PIF the Magic Dragon - Using Life Insurance and Pooled Income Funds to Preserve Retirement Benefits after the Secure Act – Part I
Overview - For many years, the name of the game in retirement planning for income and estate tax purposes has been to maximize the tax deferral of qualified retirement and IRA accounts while preserving the ability to payout distributions over the...
By:
Gerald Nowotny
Related
Assembly Bill 51, the controversial law that would have prevented employers from requiring employees...
Read More >
As previously discussed, Colorado has taken steps to increase the salary threshold for employees tha...
Read More >
In this episode of Trekking Through Compliance, we consider the episode The Alternative Factor which...
Read More >
COVID-19 presents novel issues for underwriters, who are grappling with the need to support their cl...
Read More >
If you’re keeping employees happy in the workplace, they’re more productive – new research confir...
Read More >
In a closely-split decision by the full court of appeals, the Eleventh Circuit has held that the pla...
Read More >