Author Thomas Swenson Published December 19, 2022 Word count 1,094 View author’s other articles Captive Insurance Company – Reduce Taxes and Build...

A dynasty trust allows individuals to maintain a level of personal autonomy that is often difficult to achieve in today’s global economy. This is due to...

Are tax rates set to increase? What happens to retirement income if taxes go up? Currently, income tax and capital gains tax rates are at historically low...

Save $200K to $500K Annually with Tax-Deferred Savings The Cash Balance Plus Plan allows solo and small business owners, professionals, and entrepreneurs to...

When considering irrevocable trusts, one major concern for moderately wealthy individuals is giving up control and access to their assets. However, there are...

High Interest Rates Boost Cash-Value Growth in Life Insurance With the current high inflation and corresponding high bond interest rates, the cash value in...

A captive insurance company (CIC) is an insurance company that provides coverage for business entities within the same “economic family”. A CIC...

Retirement Planning Planning for retirement should start as early as possible, and it involves considering various assets such as savings, investment accounts...

A revocable living dynasty trust (RLDT) offers a way to pass assets across generations while retaining control. This unique trust structure provides...