Cash Balance Plan Pay Credit Options: How to Select the Best One
A cash balance plan is a powerful retirement tool for solo business owners who want …
Tax-Free Income for Life: How PPLI Policy Loans Actually Work
“Tax-free income for life” is the phrase that sells private placement life insurance — and …
Examining the Expense Charges Inside a Private Placement Life Insurance Policy
Private placement life insurance (PPLI) is often described as a “low-load” or “institutionally priced” insurance …
The #1 Retirement Structure for Professional Athletes
Most professional athletes have two things in common: (1) high income; and (2) young ages. …
The Downside of Market-Rate Interest Crediting for Cash Balance Plans
When a new cash balance plan crosses the desk, the conversation almost always turns to …
LPL Financial Defined Benefit and Cash Balance Plans: The Definitive Guide
When working with a firm like LPL Financial, many business owners assume that setting up …