Owner Value Driven Strategies & Solutions: Considerations outside the box!

Succession-Retirement Strategies & Solutions, Inc.

This is your life. It is your choice as to how you will live and share it with your loved ones and your charitable interests. But it is your life. Care in determining how you arrange your current business and personal financial affairs may make all the difference in your world and in your life. At Succession-Retirement Strategies & Solutions, Inc., this is what we're all about.

What are the best strategies for your corporation to:

Anticipate and Prepare for your leadership and financial contingencies?

Balance your cost and appreciation of fringe benefits?

Maximize the value of your retirement plan benefits?

Combat the potential erosion of your executive benefits?

Liquidate your corporate owned life insurance policies for
more than their cash surrender values?

What are the best strategies for family businesses to:

Secure the best future for the company you have built?

What are the best strategies for you as an affluent individual to:

Preserve your financial achievement and assure long term goals?

Sell your old life insurance policies instead of surrendering them?

What are your best strategies as an affluent family to:

Control the value of your legacy over generations?

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators