…Custom Solutions for the Affluent
September 2024
Under the current rules, their two adult children will have to withdraw the IRA funds within 10 years of their parents’ passing, likely during their peak earning years, which could lead to a heavy tax hit. This can mean up to 40% in taxes
Dec 2022
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
April 2023
There are several estate planning options advisors can guide blended families on to ensure the outcome is as they intended and that every family member is included.
March 2021
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.
January 2021
Financial Strategies Group, LLP (FSG), a full-service insurance general agency catering to the high-end life insurance market.
August 2020
FSG, offers opportunities to leverage previously purchased annuities to give greater, fully guaranteed funds to heirs.
June 2020
FSG, a full-service insurance general agency (GA) catering to the high-end life insurance market, has expanded operations to allow more top-producing sales professionals to join the prestigious firm.
June 2020
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.
November 2019
FSG has partnered with five of Wells Fargo’s top eight estate planning and life insurance specialists.
Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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