PensionQuote Blog

Discover why even financial experts miss obvious tax savings opportunities. Learn how to stop overpaying taxes using IRS-qualified strategies for both employees and business owners.

Learn how the Mega Backdoor Roth strategy enables high-income earners to contribute up to $40,500 beyond 401(k) limits for tax-free retirement growth. Implementation steps included.

Discover how Private Placement Life Insurance (PPLI) offers high-net-worth individuals a powerful tax planning strategy combining tax-free growth, flexible access to funds, and estate planning advantages for those with $2M+ in investable assets.

For high-net-worth business owners, pension-related deductions represent one of the most powerful tax optimization strategies available. When properly structured, these deductions can help reduce taxable income by millions while building substantial retirement wealth....

As a high-income earner, managing your tax burden requires strategic planning and knowledge of available tax reduction methods. This guide explores effective strategies to help reduce your taxable income while staying compliant with tax regulations. Understanding Tax...

For high-net-worth business owners, strategic tax planning through qualified retirement plans offers powerful opportunities to reduce tax liability while building wealth for retirement. This guide explores key IRS-approved strategies that combine significant tax...

Robin Raju has been head of individual retirement at Equitable’s individual retirement business for close to a year, and he has been with Equitable and its affiliates since 2004. He said one key shift he sees Equitable driving is an emphasis on showing how insurance...

A working agent says plenty of solid companies and solid products are still out there.

The Coronavirus pandemic has clearly created an international economic disaster, and domestically it is damaging everyone, from large corporations, business people, entrepreneurs, to average Americans. As the U-S Stock Market continues its volatility, the question is...

Greetings colleagues and clients. I was recently featured as a guest on the nationally syndicated podcast, The Shrimp Tank in Atlanta. We had a great time on the show and gave lots of tidbits to listeners on how to become a better business owner. I'm sharing the...