Eschels Financial Group Feb 21 Newsletter

Video on minimizing inherited IRA taxes, update on tax reform bill changes on the kiddie tax, eating healthy on a budget, and more.

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Feb 21, 2018 


Eschels Financial
Cyndi Stern
(248) 644-1144
Email Me
View Website
Video: Help Minimize Taxes on Inherited IRAs

Help your financially successful retirees achieve their legacy objectives. Teach them how to leverage their qualified or tax-advantaged retirement plans. When structured properly, life insurance can be a powerful alternative to help minimize or offset taxes on inherited IRAs.  Watch video. Access “napkin tool” and brochure for more info.

You’ve Got to be Kiddie-ing Me!

Welcome to a special edition of the Advanced Markets Minute in both print and audio form. Today’s article is called “You’ve got to be Kiddie-ing Me!” In our special series on the new tax bill, we now turn to changes in the tax on unearned income to minors, or as it is better known the kiddie tax. Read more

Listen: Life Insurance Gets Personal

This episode is a personal story of life insurance, told by an extraordinary person. Melissa Wandall and Randy Zipse discuss the loss of Melissa’s husband Mark and the way his life insurance helped their family continue on. Melissa’s path to advocacy and outreach has led to amazing outcomes, from her role as President of the National Coalition for Safer Roads, the money she’s raised for paralysis research with the Florida Project to the camp she runs for grieving children. Listen and subscribe

Delay Social Security Benefits, Not Retirement Fun

As your clients are nearing retirement, they may be asking: Does it pay to delay social security benefits?  Financial professionals and the Social Security Administration agree that the “best” age to start depends on your individual and family circumstances. These strategies from Symetra are worth the share. 

Eating Healthy on a Budget: 4 Diet and Wallet Friendly Recipes

When it comes to building financial security, living within a budget is key. Many families think saving money on groceries means eating less healthily. It doesn’t have to. For insight you can share with your customers, click here.

Eschels Financial
Cyndi Stern
(248) 644-1144
Email Me
View Website

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