Update: Senate Launches Effort to Renew §179D Deduction and Other Tax Extenders

The Senate Finance Committee recently launched an initiative that would renew the tax extenders—or temporary tax incentives, including the §179D deduction for energy-efficient commercial buildings, that have expired in the past few years. The tax extenders were never permanent parts of the tax code, but historically would lapse at the end of each year and […]

Using Life Insurance Retirement Plans (LIRPs) as a Tax Diversification Strategy

In planning for retirement, most investors are familiar with the concept of diversification as a way to minimize the volatility of their portfolios over time. However, another important financial strategy is often overlooked: tax diversification. By leveraging tax diversification through the use of tax-free assets, such as life insurance retirement plans (LIRPs), investors can build […]

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