PensionQuote Blog
Save Like a CEO
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers--- financial advisors and accountants--- to...
New President, New Strategies to Save Tax Dollars: Life Insurance Retirement Plans (LIRP)
Most of us are probably feeling bruised, battered, and confused in the heat of battle of this unprecedented election, with two diametrically opposed candidates duking it out to become leader of the free world. We are scrambling to choose wisely and pick a president...
Roth IRA Conversion & Split Funded Defined Benefit Plan: Match Made in Tax Heaven!
With the increased popularity of the Roth IRA Conversion over the last several years, many financial advisors are posing this question to their clients-- “should you or shouldn’t you" convert your current Traditional IRA to a Roth IRA? What are the pros and cons, and...
Ready, Set, Retire: Give your business owner clients what they want…
No, they won’t work forever, so with the current lackluster performance of the stock market, now is the perfect time to get creative in order to meet your clients’ retirement goals. It is critical to be sensitive to their desire to accumulate money quickly, save...
Newsflash: Your business owner clients would like to retire one day
No, they won’t work forever, so with the current lackluster performance of the stock market, now is the perfect time to get creative in order to meet your clients’ retirement goals. It is critical to be sensitive to their desire to accumulate money quickly, save...
The Check Is In The Mail… Unfortunately It’s Going To The IRS
Now that the holiday ornaments are in storage and the merriment has died down, it is time for sobering new beginnings--- a new diet, a new workout routine, New Year’s resolutions; a fresh start. But 2016 also brings sobering realities financially. A shaky economy, a...
Save Like a CEO
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers--- financial advisors and accountants--- to...
How to Lower Your Tax Liability like a Bush
Establish a Pension Plan For your high income business owner clients who are interested in learning about a very effective tax deduction strategy and how it can be utilized in their overall retirement planning goals and also wealth transfer needs—they should take a...
Derek Jeter’s Words of Wisdom for Advisors
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Dying Penniless
It’s Not Just the Poor #retirement #investment #savings #estateplanning [ LINK ]