Explore how the University of Michigan leverages split-dollar life insurance arrangements to enhance coach retention through tax-efficient executive benefits and advanced life insurance planning.
Key advisor team transitions in U.S. wealth management bring $1.45 billion in assets under management to Independent Financial Partners, Prudential Advisors, and Avantax, highlighting trends in advisor consolidation and tax-efficient financial planning.
U.S. health insurance premiums are expected to rise sharply in 2026 due to expiring ACA subsidies and rising medical costs. Learn strategies for managing increased premiums and reducing financial impact.
Understand crucial year-end retirement planning deadlines for 2025, including RMDs, Roth conversions, IRMAA impacts, and Qualified Charitable Distributions to optimize tax and compliance outcomes for retirees.
U.S. annuity considerations surged 21.5% in 2023 as retirees increasingly use annuities for guaranteed lifetime income amid Social Security concerns and market volatility.
Explore a strategic five-year financial plan emphasizing debt payoff, retirement contributions, tax optimization, and risk management to prepare for retirement.
Explore strategic investment options like dividend stocks, annuities, and bonds to build a reliable retirement income portfolio that complements Social Security and meets tax requirements efficiently.
Comprehensive 2025 year-end financial planning guide covering tax law changes under OBBBA, retirement savings strategies, rising health care costs, Medicare premium updates, and insurance market shifts to optimize tax benefits and manage risks.
Explore how high net worth individuals can manage soaring liability insurance costs and optimize Roth IRA contributions amidst changing tax brackets. Professional insights on insurance layers and tax strategies for financial advisors.
Optimize year-end tax strategies including retirement contributions, tax-loss harvesting, charitable donations, and withholding adjustments for insurance and finance professionals.
