4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and Trusts
By Adrienne Penta, Michelle J. HongThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
March 16, 2016
Grigsby v. Russell: A life settlement case worth recallingLife settlements have enabled people to realize value far above the cash surrender amount on their life policies.
March 16, 2016
Everybody in the (risk) poolForty-five million Americans have no retirement plan at all. And nobody is seriously discussing solutions.
March 16, 2016
Everybody in the (risk) poolForty-five million Americans have no retirement plan at all. And nobody is seriously discussing solutions.
March 16, 2016
LTCI Watch: ExtremeIs there a way to make protection against dementia and frailty more like a Harley-Davidson?
March 16, 2016
LTCI Watch: ExtremeIs there a way to make protection against dementia and frailty more like a Harley-Davidson?
March 16, 2016
Being a Fiduciary Is a Long-term InvestmentWill moving from a registered rep model to a fiduciary RIA significantly boost your business? Youre asking the wrong question.
March 15, 2016
MDRT president discusses life insurance in benefits packagesAdding life insurance to a benefits package costs the employer very little additional time and money and serves a deep employee need.
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