2022 New Life Expectancy Tables from the IRS
Authored By GreerWalker
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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.
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.
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) 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.
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.
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.