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Author Archives: rahman

Principal Protected Annuity

February 29th, 2012 | Posted by rahman in Personal - (Comments Off)

A Life Annuity is an important investment component in a retirement plan because it provides a guaranteed stream of income for life, regardless of market or interest rate fluctuations. It takes the guesswork out of investing for income.
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Business Insurance Needs

December 21st, 2011 | Posted by rahman in Business - (Comments Off)

There are many situations where life insurance can provide for the needs of a business following an individual’s death. This Tax Topic provides an overview of life insurance applications in the business context. Many of these applications are discussed in detail in other Tax Topics. When applicable, references to these more detailed discussions have been referenced in the text. The funding needs covered in this Tax Topic include the following:

  • Key Person Insurance
  • Business Loan Protection
  • Buy-sell Funding
  • Funding Capital Gains Tax on a Business at Death
  • Executive Compensation
  • Retirement Funding
  • Wealth Creation

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