SFP RESOURCE LIBRARY

Welcome to the SFP Resource Library! Please click on the article you would like to read.

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trust and taxes rule reversal

IRS Reverses the Rules on Trusts and Taxes

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

CTA cover

Impact of the Corporate Transparency Act

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

Life Is Better on the Beach

Life Is Better on the Beach

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

Early Retirement

Early Retirement

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

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GLTD - 4 Potential Gaps That Could Leave Your Income Unprotected . . .

Created by:
Darrel Sumner
President of SFP Benefits

Capture

Triple Tax Advantage Beyond Age 65? Maybe . . .

Created by:
Darrel Sumner
President of SFP Benefits

HSA

Health Savings Accounts (HSAs)

Created by:
Darrel Sumner
President of SFP Benefits

Split Loan

Loan Split Dollar

Created by:
Patrick D. Crowley, JD*, CLU
President of SFP Benefits

Red File cover

What Is a Red File and Why You Should Have One

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

HRA

Health Insurance Saving Strategy - Consider an HRA

Created by:
Darrel Sumner
President of SFP Benefits

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