Job Loss or Career Change: The Power of an IRA Rollover
Individual Retirement Accounts (IRAs) are a popular tool for retirement planning, and for good reason. They offer tax advantages and can help individuals save for their golden years. However, as people move through their careers, they may find themselves leaving or...
Tax Strategies for High-Earners with Steve Smith
Overfunded Life Insurance: A Strategy Used By The Wealthy
Overfunded life insurance, max-funded, or overstuffed – they’re all pointing to the same strategy of taking advantage of your life insurance policy to protect and grow your wealth. This is a great financial strategy for high-earners who have maxed out their other...