“Last year, I was meeting a friend for lunch, and he tells me, ‘Well, I have some good news and some bad news. Good news is, my wife’s expecting a baby.’” Watch Nautilus Member Agent Rich Maus describe his most memorable moment as an agent.
CPA Robert S. Keebler discussed “IRC Section 199A for Advisors” in a January 2019 webinar. If you missed it, you can watch the replay here.
Converting a traditional IRA to a Roth IRA can offer certain economic advantages, depending on a variety of factors. Read this article to learn more about the issues you’ll want to consider if you’re contemplating converting your own traditional IRA.
In this ever-changing tax environment, preserving flexibility should be a key component of any estate plan. Read this article to understand how traditional estate planning strategies can still provide a simple yet flexible way to protect and preserve assets for future generations.
How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video.
“The first life insurance death claim I delivered was to my mom, for a policy I wrote on my dad’s life.” Listen to Nautilus Member Gib Surles share his personal story about how life insurance made a difference for him.