Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.