Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Secure 2.0 Act Needs a Fix: Jeff Levine
By John ManganaroThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
November 18, 2022
Retiree Benefits Mostly Unscathed by Crypto FalloutAn exception is the Florida Retirement System, which said it invested $119 million of net-assets in Bitcoin, Ether and Solana.
October 26, 2022
The Holistic Advisor AdvantageA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.