GreerWalker Resource Center

Resource Center

Protecting Wealth With a Life Insurance Trust

Protecting Wealth With a Life Insurance Trust

Authored By GreerWalker

A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one’s heirs. Learn how a life insurance trust works and how it may help you protect wealth.

Retirement Plan

Missing Participants in a Retirement Plan

Authored By RSM US LLP

A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.

Estate Planning Strategy

Strategies for Estate Planning

Authored By GreerWalker

With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it’s important to have strategies in place to ensure you are protecting your assets.

Safe Harbor 401(k) Plan

Safe Harbor 401(k) Plans

Authored By GreerWalker

Safe Harbor 401(k) plans are the most popular type of 401(k) used by small businesses today. Here’s a great 3 minute video you don’t want to miss.

Set Up a Trust

The Why and How of Setting Up a Trust

Authored By GreerWalker

There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.

401(k) vs IRA Retirement Savings

Retirement Savings: 401(k) vs IRA

Authored By GreerWalker

There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.