General Company News
Can You Save Too Much for Retirement?
Episode 295 – Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.
Continue Reading Can You Save Too Much for Retirement?
The IRS Digs Deeper
Episode 294 – For several years, the IRS has been focusing its audit activity on people making more than $10 million per year. But the results have been disappointing, and the IRS has decided to aim lower.
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Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance. Continue Reading Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
30 All-Stars and other celebrities are set to hit the links for local charities at the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 29, 2024, at The Links at Hiawatha Landing. Continue Reading Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
Don’t Make This Million-Dollar Mistake with Your 401(k)!
Episode 292 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan. Continue Reading Don’t Make This Million-Dollar Mistake with Your 401(k)!
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes. Continue Reading Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
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Can Money Buy You Happiness?
Episode 289 – Can money buy you happiness? Scientists have taken a new look at the age-old question.
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New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Episode 288 – A new study by AARP confirms what so many people have long suspected: Retirement insecurity is real. In fact, 20 percent of Americans over age 50 have no retirement savings at all.
Continue Reading New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly. Continue Reading Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
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