What is a Medicaid Qualified Annuity?
By Eric Reich Long-term care went from a mild consideration 30 years ago to one of the most pressing issues facing retirees today. Increases in longevity due to medical advances have allowed us to live much longer in retirement than previous generations. That’s the...Small business succession planning
By Eric Reich As a business owner, I think about my business a lot. Actually, that’s an understatement, I think about it constantly. Like many business owners, my business is also my largest asset. Clearly, I’m not alone. In a 2023 PwC family business survey, 78% of...
Rethinking buy-sell agreements
By Eric Reich For about a century now, most life insurance laws have been generally stagnant and therefore (for lack of a better term) reliable. This changed last week in a potentially very impactful way when the Supreme Court ruled on an ongoing case known as...Money buys happiness – With diminishing returns
By Bill Quain This is the third column in a series that I began after returning from my 50th college reunion. I’d encourage my readers to look back over the past few weeks and join in on the conversation. We’re talking about a subject that no one seems to want to talk...Are ‘in-marriage QDROs’ a good idea?
By Eric Reich As part of my continuing education for Ed Slott’s Elite Advisor IRA GroupTM, I periodically attend education conferences, review content on complex IRA issues, and take an assessment. One of the issues that was recently touched upon and questioned was...
