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Just Posted: Structured Installment Sales Case Study on Our YouTube Channel
For those seeking to defer, reduce, or in some rare instances, completely eliminate capital gains taxes on the sale of a business, real estate, or other qualifying appreciated asset, perhaps no method of tax deferral holds more promise than a Structured Installment…
June is National Annuity Awareness Month
Lost amid all the National “Fill in the Blank” Month celebrations recognized in June (my personal favorite just might be National Accordion Awareness Month), perhaps none hits closer to the pocketbook than the one created by the National Association for Fixed Annuities…
“Annuities Are Hot”
That’s the word on the street according to the author of “Rising Interest Rates Means Annuities Are Hot.” The article goes on to promote the current environment as an excellent time to consider dedicating a portion of one’s retirement portfolio toward annuities,…
Structured Installment Sales for Tax Efficiency
Since my article in Realty Times on structured installment sales last year, housing appreciation has continued unabated and interest by many in “cashing in by cashing out” of their paper wealth has increased. With some talk of interest rates ticking up in…
Car Accident Statistics
Structured settlements and automobile accidents are inextricably linked. The vast majority of structured settlements we place each year stem from motor vehicle accidents. If you are unfortunate enough to be one of the six million people in the United States involved in…
Social Inflation and Its Impact on BI Settlements
What is social inflation? If you’re a stat junkie who happens to work in or around the personal injury litigation arena, have I got a white paper for you! Last June, the Insurance Research Council published Social Inflation: Evidence and Impact on…
Who’s Ready for 2021?
As we wind down the year that couldn’t have been crazier, today we focus on everything positive and reach out to express our heartfelt thanks to all who helped contribute to our success. This past year, we helped secure the futures of…
IRS: Tax Implications of Settlements and Judgments
Special thanks to the National Structured Settlements Trade Association (NSSTA) for calling our attention to a recent brief from the IRS which addresses important distinctions in the tax treatment of various personal injury damages. [Click HERE] to read the brief. Today, we…
The Buffett Indicator
Please, please, please, PLEASE understand the stock market is not without risk. The stock market has had a phenomenal run over the course of the past decade. Fortunes have been made, lost for a bit, then made again. If you’re among those…
Pension vs. Lump Sum
Two related AARP Bulletin articles may have bearing on your retirement plans. In short, companies are temping retirees with offers to pay their retirement benefits as a single, commuted lump sum instead of honoring their monthly pension obligations. If you or anyone…