August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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June 20, 2024
Find School Prospects in Your Area
National Life’s 403(b)/457(b) Plan Opportunities Tool enables you to look up plans by state, city, county, zip code, or specific plan name to determine if National…
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June 20, 2024
Religious Organizations are Plan Sponsors Too!
403(b)(9), or “religious retirement,” plans are tax-advantaged retirement savings plans intended to meet the specific needs of faith-based organizations or those with 501(c)(3) status and an…
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June 13, 2024
To Redeem or Not to Redeem – That Is the Question After Connelly
In a unanimous decision, the Court ruled that life insurance proceeds received by a corporation to redeem shares of a deceased owner are not necessarily offset…
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June 13, 2024
Making Your Mark on Your Business…
A business owner is often too busy to think about the future. However, estate planning helps ensure your business survives beyond your tenure, minimizes both estate…
