The Pitfalls of Self-Directed Cash Balance Plans
Business owners are often attracted to self-directed cash balance plans because they can invest in …
5 Downsides of Self-Directed Defined Benefit Plans
Many business owner seek to invest in real estate and private loans (among other assets) …
Private Placement Life Insurance (PPLI) Investments: What Are Your Options?
Private placement life insurance allows investors to access a wide range of investment strategies. These …
Private Placement Life Insurance PDF: A Simple Illustration [Example]
Private placement life insurance illustrations help investors understand how the strategy works over time. These …
Private Placement Life Insurance (PPLI) and Estate Planning: Top Planning Strategies
Private placement life insurance is a powerful tool for high-net-worth estate planning. It combines tax-efficient …
Why We Don’t Recommend Market-Based Crediting for Solo Cash Balance Plans
A solo cash balance plan can select many different interest crediting rates. This includes fixed, …