Stretch IRAs were effectively ended by the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”), signed into law December 20, 2019. They allowed funds to potentially compound income tax-deferred for decades for children and grandchildren (tax-free […]
In 2009, I participated in a panel discussion at the University of San Diego. The panel was sponsored by the Burnham-Moores Center for Real Estate. The conference was covered by the media and the California Real Estate Journal wrote a follow up article on the ideas discussed. The other day, I was flipping through my resources and I came upon that article.
Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees can disrupt operations, impact current and future revenue and often causes a loss of morale, thereby lowering the appeal and value of your business.
Industry-wide changes are coming to the life insurance industry; what are they and how will they impact your clients considering acquiring coverage? What is PBR? Principle Based Reserving (PBR) is a new reserve method established by the National Association of […]