The WealthUSA Retirement Planning Solution

Michael Cena needs at least an expected annual income of $200,000 (pre-tax) for 25 years to retire comfortably. At 40, Michael’s appetite for risk had lessened as his time horizon was shortened substantially. Because of this, he was looking at many options that were likely to produce lower returns than he might have hoped to earn. 

Mrs. Collins' estate plans called for a bequest of at least $10 million to each of her three children ($30 million total) - with the balance going into a charitable trust for division among several different organizations. She needs a solution that could help to alleviate the tax burden on her estate.

REVTECH Services, Inc. needed to implement a buy-sell arrangement on behalf of their CEO, David White, 53, to provide for added liquidity for both White and the firm in the event of his departure or death.