We’re tackling a crucial financial topic: future taxation of 401K and IRA retirement accounts. Fear not, we’ll reveal how cash-value life insurance can be a solution, and emphasize the importance of employer matches or contributions. Let’s secure your financial future
Unveiling the best-kept secret used by the wealthy, banks, and Fortune 500 companies – Cash Value Life Insurance! Unlock incredible tax benefits and diversify your taxes effectively with this powerful financial tool. 💪
Imagine the IRS as your business partner
Effective teamwork requires communication, trust, and a shared vision – qualities that we should all strive for in our professional lives
Coming to you from Austin, Texas, where I’m attending my son’s soccer event, I’ve been reminded of the essential
Long-Term Care Planning is crucial for everyone, particularly as we age. Studies show that 70% of people over the age of 65 will require some form of long-term care during their lives.
Unexpected accidents and illnesses can also happen, which
Attention small business owners! Properly funding your buy-sell agreements is crucial for ensuring business continuity and protecting owners’ interests.
Cash value life insurance offers a flexible, tax-efficient solution that not only covers death benefits but also helps with disability and
I’m back with another exciting topic – Non-Qualified Deferred Compensation (NQDC) plans – a game-changing tool for retaining and rewarding top talent in your business.
NQDC plans are a creative way for employees to save for retirement by deferring part
Introducing a unique approach for employers to offer life insurance coverage for their employees’ families while building up excess cash for retirement through a split-dollar loan regime arrangement.
In this arrangement, the employer loans the executive the premiums for a
Josh Sterling, a comprehensive Wealth Strategist, has been certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC) on April 12th, 2023.
The Restrictive Executive Bonus Arrangement (REBA) is an innovative strategy that companies are using to retain top talent.
As a Camas Advice Wealth Strategist, I provide informative and educational content on all things related to orchestrating your wealth.
Today, let’s discuss
Reward and retain your key employees with an executive bonus using cash-value life insurance!
As a business owner or executive, you know how important it is to have a strong team. This strategy can help you do just that.
Here’s how
