Success Starts With Mutual Commitment
By Heather Moir-danglerLike a good marriage, successful pre-retirement planning starts with a mutual commitmentand the similarities dont end there. During my 14 years in financial services, and ...
October 06, 2004
Adjusting For Tax Changes Is The Key To A Winning Estate Planning StrategyAdjusting For Tax Changes Is The Key To A Winning Estate Planning Strategy Estate owners need offensive, defensive and often preemptive strategiesBy John S. BudihasNBA ...
October 06, 2004
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?Required Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 06, 2004
Go top of page 10 with Nonqualified Annuities kickerWhat If The Client Gets A Divorce? Advisors should know about the Qualified Domestic Relations OrderBy Jane WarnerDivorce happens. When a long marriage ends, and ...
October 06, 2004
LIAM Is Gone, Long Live LIAM!LIAM Is Gone, Long Live LIAM!September is gone and Life Insurance Awareness Month is history. Long live Life Insurance Awareness Month!A lot of time and ...
October 06, 2004
House OKs Military Sales BillThe House approved a bill Tuesday that is designed to clarify the jurisdiction of state regulators over sales of insurance products on military bases ...