Insights
Irrevocable Life Insurance Trusts: An Estate Planning Tool
Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining these two elements you may gain more benefits than having life insurance...
The Presidential Election and the Stock Market
Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to speculation and an increase in short-term trading. But how does...
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement
The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the retirement savings landscape in 1998. However, many people are locked out of...
I Bonds – Time to Revisit That Investment?
I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in 2021/2022, there came a point when the interest rate on an I Bond...
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