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Recent posts by Ash Brokerage

3 min read

The Big Beautiful Bill and Retirement Planning: Senior Bonus Deduction

By Ash Brokerage on Aug 19, 2025 1:00:00 PM

With more than 800 pages, the Big Beautiful Bill (BBB) can seem overwhelming. In this blog series, we break down specific segments focused on retirement planning and how they affect your clients. If a topic piques your interest, consider researching it further or reaching out to our team to talk strategy.

First up: The Senior Bonus Deduction.

What is the Senior Bonus Deduction?

A temporary tax deduction available to eligible American taxpayers who are 65 and older. It is included as part of the One Big Beautiful Bill Act signed into law by President Trump in July 2025.

Topics: Retirement Planning Tax Reform Centers of Excellence
4 min read

Debunking the Myths of Retirement Income Planning

By Ash Brokerage on Jul 15, 2025 10:55:23 AM

Retirement income planning is one of the most critical, yet misunderstood, aspects of financial advising. Many advisors and clients alike hold on to outdated beliefs that can negatively impact long-term financial security. In a recent McGSpeaks podcast, I interviewed Randy Kitzmiller, ChFC, CLU, FLMI, RICP and tackled five of the biggest myths surrounding income planning and revealed how advisors can better serve their clients by challenging conventional wisdom. Below, we explore these myths and present actionable insights that can transform retirement planning strategies.

Topics: Retirement Planning Centers of Excellence IREAP
6 min read

Create a Tax-Efficient Legacy with Predictable Lifetime Retirement Income

By Ash Brokerage on Jun 13, 2025 2:22:12 PM

Buy low in one market. Sell high in another.

It’s the basic philosophy of investing, driven by arbitrage. Many clients are taking advantage of arbitrage in some form, be it stocks, bonds, currency, real estate or another leveraged investment to build portfolio wealth.

But what about leveraging the price discrepancies between insurance products?

Topics: Life Insurance & Annuities Retirement Tax Savings Centers of Excellence

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