by Randy Luebke | Aug 24, 2021 | 3-Estate Planning, Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan
Estate Planning Tax Free Discount on Your Estate Tax Liability If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free...
by Randy Luebke | May 24, 2021 | Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan
How Safe Is My Money with a Life Insurance Company vs. a Bank? Many times we are asked, “Is my money safe with an insurance company?” It’s a legitimate question. After all, you are entrusting your money to an insurance company for 10, 20, 30 years or more, and even...
by Randy Luebke | Oct 25, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Long-term Care Insurance, Newsletter
The Smart Tax Planning – October 2019 Below is a fairly detailed review of several important Tax Topics. I will provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make...
by Randy Luebke | Feb 3, 2017 | 1-Financial Independence Planning, 3-Establish Reserves, Annuities, Blog Posts, Financial Edification, Insurance, Life Insurance, Long-term Care Insurance, Products, The 4 Sequential Steps, The 4x4 Financial Independence Plan
Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your achieving and maintaining your Financial Independence. Why? We need...
by Randy Luebke | Jan 30, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Life Insurance, Securities, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan
The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees. Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...
by Randy Luebke | Sep 1, 2016 | 1-Optimize Everything, 3-Establish Reserves, Blog Posts, Financial Edification, Insurance, Life Insurance, The 4 Sequential Steps, The 4x4 Financial Independence Plan
Establishing significant liquid cash reserves is the 3rd step of the 4×4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your Financial Independence. Why? We need cash reserves for two reasons: When...
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