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SECURE Act

Purchasing Life Insurance with Before-Tax Dollars

Today I want to talk about life insurance and how it can be purchased. Most of the time people buy life insurance with after-tax dollars — dollars that they’ve already paid taxes on. Since the SECURE Act was signed into law, one of the things we are doing more and more is looking at ways […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

Smart Estate Planning: The Demise of the Stretch IRA

{3 minutes to read}  Today, I want to talk about the new legislation called the SECURE Act. As we reported in an earlier blog, the SECURE Act was signed into law recently and one of the major components of the Act is to reform the stretch IRA, which allowed people who […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments