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Investing in a 401(k) is a strategy many adopt with the hope of growing their savings over time. However, fluctuations in the market mean that the value of these investments doesn’t always increase. Seeing your 401(k) balance drop can be disheartening and might prompt a knee-jerk reaction to liquidate your

Navigating the road to a financially secure retirement involves mastering the art of tax minimization on your retirement accounts. For many, IRAs and 401(k)s constitute the backbone of their retirement savings. However, without a strategic approach, you could find yourself handing over a significant portion of your savings to taxes.

After the year has drawn to a close, you find yourself at the perfect time for a thorough review of your financial well-being, especially concerning your retirement planning. This annual evaluation is crucial for ensuring that your golden years will be as comfortable and secure as you envision. Here’s a

When it comes to retirement planning, there are a lot of options available to help you secure your financial future. One of the most popular options is a life insurance retirement plan (LIRP). A LIRP is a type of retirement plan that allows you to invest in life insurance policies to build

Life insurance is a vital part of many people’s financial plans.  And it’s a necessary step when applying for a LIRP.  Insurance provides security and peace of mind in the event of a tragedy, and can provide financial stability for your family in the future. One of the most important

Are you looking for a way to take control of your investments while also leveraging an expert understanding of the markets? Non-discretionary portfolio management may be the answer you’ve been searching for. Non-discretionary portfolio management goes beyond the traditional “buy-and-hold” model and allows investors to take a more active approach

Retirement planning is an important part of any financial portfolio. Having a good life insurance plan is a great way to access tax free funds and provide for your family in the event of your untimely death. With so many different types and structures of life insurance available, it can

Do you know if your LIRP (Life Insurance Retirement Plan) is properly structured to maximize cash value while reducing your tax burden? Working with a professional who is an expert with the LIRP will ensure that you have the proper structure. In this article you will learn the best ways

When it comes to investing money, it can be hard to know where to start. To make things even more difficult, there are also numerous different types of investments that you need to consider before making your choice, especially as it fits within your broader retirement strategy. It’s easy to

Today’s modern insurance policy is not just a piece of paper you sign and throw away. Modern policies are full of riders and amendments that give the user the power to change the original document as need arises. One such rider is an insurance policy conversion rider. It’s a specific

Many people are familiar with the concept of a life insurance policy, but not everyone knows about the benefits of a life insurance retirement plan (LIRP). In this video, we’ll explain how a LIRP can help you grow your cash value while also providing a death benefit for your loved

  A Life Insurance Retirement Plan isn’t a small financial investment, and the last thing you want to do is purchase a policy that won’t work to achieve the goals you want. When it comes to indexed universal life insurance policies, your return on investment (ROI) can be directly tied to how

A Plethora Of Investment Options Because your retirement is hard-earned, you want to know how to choose retirement investments, and choose the right ones. You’ve already invested untold hours, dollars, and thought deciding how you should be allocating the funds you’ve saved up for. But with an ever-evolving world of

At SRS, not only do we pride ourselves on helping you chart a course for long term investment strategy, we also take diligent care to stay current with market climates with regard to federal and state policy changes. Take a look at the below video to hear from Merrick Smith