Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
Whitepapers Blogposts
Whitepaper: Year End Planning and Tax Uncertainty
Whitepaper: Social Security, Common Consumer Questions Answered
GLWB Taxation (Written By Mystery Man)
A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation...
Whitepaper: Women and Social Security
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income
Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income
Whitepaper: “Optimizing” Whole Life Insurance
Humans Can’t Leave Well Enough Alone Back in 2015, as I left the Victory motorcycle dealership with my brand-new...
Whitepaper: The Biden Administration’s Stimulus and Tax Plans
Check out my video to get my thoughts on this particular whitepaper and why items like this are so important for...