By Lynn Nolan | March 24, 2015
Like so much else in business, owners need a plan — a strategy — to prepare properly for retirement.
By Penn Mutual | February 3, 2015
Estate planning uses many tools to transfer assets to beneficiaries and heirs. However, there is one area of estate planning that is often overlooked: the disposition of many assets following an individual’s death may be directed not by Will, trust, or other planning document – but by contractual beneficiary designation.
By Penn Mutual | December 30, 2014
The American Taxpayer Relief Act of 2012 (ATRA), enacted January 2, 2013, made significant changes impacting federal wealth transfer taxes and income taxes – creating new planning challenges and opportunities.
By Lynn Nolan | October 28, 2014
There is this myth that when you retire you’re going to be in a lower tax bracket. Maybe you are, maybe you aren’t. Most people focus on saving money for retirement, but few put any planning into how to withdraw the money in the most tax-efficient way.