Monthly Archives: May 2018

3 posts

Tax Leveraged Supplemental Retirement Income

There is an opportunity for your company to pay for a Supplemental Retirement plan which may be leveraged between different tax brackets, either between your company and yourself and/or your company and a key employee.  We designed a solution for business members which allows for a transfer of capital from […]

Tax Leveraged Reduced Cost Life Insurance

There is an opportunity for your company to pay for Reduced Cost Life Insurance which may be leveraged between different tax brackets, either between your company and yourself and/or your company and a key employee.  At Himmelstein Financial, we design a solution for business members which allows for a transfer […]