Posts Tagged ‘modified endowment contract’
Modified endowment contract update
Over the past few years, many of you have taken advantage of liquid modified endowment contracts as a way to safely grow your money without stock market or interest rate…
Read MoreIs cash a thing again?
For many years, clients stopped asking how much they would earn on their money market accounts because for quite a while, money market accounts weren’t paying any interest at all.…
Read MoreFinancial Swiss Army knife
Throughout the financial planning process we must address numerous concerns. Is there ample liquidity? Is there a growth strategy? How can we mitigate risk? How can we create sufficient lifetime…
Read MoreMinimizing annuity taxes
Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…
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