MKA Executive Planners Blog

Person Down & Out – What’s Next??? Rescued by Thinking Ahead

Not-For-Profit Key People – The Unmeasured and Unprotected Risk

Don’t Let ‘em Get Away – Retention Programs That Keep Them on The Job

457 Plan Catastrophe - More Grief than Value?

Suffering from Executive Benefit Failure?

A Good Problem to Have…Savings Alternatives for Senior Executives and Professionals

Beckham’s Ankle Didn’t Bend

Concierge Underwriting Case Study

How do you like being in the self-insurance business?

In Business, Everyone Is NOT Replaceable… at least not right away

After Tax Plans: An Alternative to Deferred Compensation Plans

The Executive Disability Protection Fallacy

The Section 457 Puzzle…have you found the missing piece?

Premium Financing Is More Than It Seems: 5 Critical Questions

IRAs and the Need for a Trust

A Financial Planning “Oops”

New Long Term Care Funding Options Compared to Government Programs

8 Ugly Traps in Section 457(f) Plans

Term or Permanent Insurance – Which is the Right Choice for You?

Let Us Help You Protect Your Life Insurance

Avoiding the Long Term Risks of Charitable Annuities: Can Your Organization Sustain Losses?

The Tax Man is Waiting for a Piece of Your IRA

Which Will You Pay — Estate Taxes, Income Taxes, Or No Taxes At All?

Can You Afford Not to Have Long Term Care and/or Life Insurance?

Transamerica Increases Policy Charges – Why a Policy Review is Essential

Bonus Clawbacks at Not-For-Profits: Are They Inevitable?

Life Insurance Trends and Choices

How Safe is Your Retirement Plan? – Part II

Non Resident Aliens, U.S. Real Estate Investments, and Life Insurance

Why Do High Net Worth Families Purchase Life Insurance?

Taxable Trusts Investment Alternative

Making a Dynasty Trust More Tax Efficient

Group Term Life Insurance. Is There Something Better?

How Safe is Your Retirement Plan?

Annuities – What Are They, and What Are They Good For? - Part I

Presidential Tax Proposals – A Big Wow!

Buy what you can afford – you can afford something.

Seven Steps to Put You on the Road to a Sound and Rewarding Retirement

Are you acknowledging the elephant? Aligning physician compensation with outcomes-based reimbursement contracts.

Boston Herald Column: Retirement Systems Don’t Add Up

The Empress’ Disability Policy – Now You See It ---Oops!

CommonWealth Column: College Presidents Need to Be Paid Well

Catastrophe -- Key Player Hit by Total & Permanent Disability

Foreign Nationals and United States Taxes: Effective Planning is all about the Intangibles

Board’s Compensation Role is Key

The Case for Disability Insurance Protection

Deferred Compensation and Capital Accumulation

Trusts Pay the Highest Marginal Income Tax at the Lowest Income Level, and it is Getting Worse.

Why are Deferred Compensation and Supplemental Retirement Plans Critic Targets?

5 Reasons Why Boards Should Consider Supplemental Plans

When Was the Last Time You Checked the Health of Your Life Insurance Policy?

Reverse Discrimination - Surprise!

Long-Term Care - No More “Use It or Lose It” or Premium Increases

Investment Concerns With Taxable Trusts - Part 2

What makes a great retirement?

When Does Cash Value Life Insurance Make Sense as a Retirement Planning Investment?

Not For Profit Execs Are Real People, Too

Funded Retirement Income – A Better Way?

Yikes! Warning! 2013 Marginal Tax Rates Can Bite You.

Watch Your Language! The Pen-knife was not Mightier than the Bad Behavior Clause

Investment Concerns With Taxable Trusts

Using Life Insurance as an Asset Protection Strategy

Don’t Get Caught by a SERP Surprise: Avoid a Tax Trap

9 Things to Look for on Your Annual Bank Owned Life Insurance Review

Federal Estate and Gifting Strategies to Consider Before 2013

How to Ask for a Supplemental Retirement Plan

The Tortoise, the Hare and Life Insurance-Part One

Deferred Compensation Administration Makes or Breaks a Plan

The Hidden Massachusetts Estate Tax