Deferring your taxes and minimizing your tax burden is a strong selling point for FIAs.
FIAs can help lessen your tax burden by deferring taxes. Lower taxes can boost the after-tax yield.
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May 05, 2026
Merchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
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The agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.
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The economist cited "phenomenal" earnings and a "roaring 2020s" productivity boom.