Jul 27, 2021 | Article, Retirement Planning
“Plain vanilla” retirement plan options may not serve business owners’ best financial interests A select group of entrepreneurs are taking advantage of advanced retirement solutions that most business owners aren’t even aware of. Sophisticated...
Jul 20, 2021 | Article, Asset Protection, Charitable Giving, Tax Planning, Virtual Family Office
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
