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Physician Creditor Protection [A Working White-Paper for IRAs, Annuities and...
A SPECIAL REPORT ### Asset Protection Planning for Qualified and Non-Qualified Retirement Plans, IRAs, 403(b)s, Education IRAs (Coverdell ESAs), 529 Plans, UTMA Accounts, Health/Medical Savings...
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Death Takes a [Variable Annuity] Insurance Policy
How a Lawyer Exploited the Fine Print and Found Himself Facing Federal Charges By Jake Bernstein / @Jake_Bernstein / ProPublica The Industry The life insurance industry tried to make variable...
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Why You Should [Still] Know Your Marginal Tax Rate?
And … Other Financial Planning Topics of Import By Lon Jefferies MBA CFP® In 2014, the federal tax brackets are 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. For a taxpayer who is married and files...
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