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.
Top 10 Occupations on Estate Tax Returns, 2023
By Allison BellIRS figures show there's more than one way to reach the ultra-high-net-worth category.
August 28, 2025
Client Sues Advisor, MassMutual Over Premium-Financed Life StrategyThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 18, 2025
Most Workers Fear Social Security Funds Will Run DryThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.