Irrevocable Life Insurance Trusts (ILITs) are used primarily to purchase and/or maintain life insurance policies on the life of the settlor without causing inclusion in the settlor’s estate, while simultaneously qualifying contributions for the gift tax annual exclusion. In fact, the sole purpose of the so called Crummey power is to create a withdrawal power […]
The Dow fell 13 points at the close yesterday but was up .79% from the week before at 17,211.11. The S&P 500 was up 1.35% to 2,030.77 and the Nasdaq was up 1.76% from the week before to 4,880.56. Stocks are up at the open this morning as earnings figures are generally coming in […]
Examines the benefits of tax-deferral & tax-free withdrawals for higher education. Also addresses who can contribute and how much.
For more information or to request a speaker, please contact us at firstname.lastname@example.org or call 619-491-0225.
How much money you will really need for a comfortable retirement and what does that mean for saving today? Which type of Retirement Plan is right for you? The benefits and differences between a 401k plan, SEP IRA, Roth IRA & Traditional IRA, and how to know which one might be a good fit for […]
SEC registered investment advisers are required to conduct annual reviews of their business operations and practices. Proof of these reviews is a key item for SEC examiners. Many compliance review firms offer services to provide RIAs with professional evaluations for meeting the “annual review” requirements. In some cases, these reviews are promoted […]
There are many reasons to seek the counsel of a professional. Your interest might be improving in a recreational sports activity or something more serious that is related to a health condition. You would likely to be looking for someone with training, experience and a track record that puts that person’s reputation at the top […]
Pete and the gang spent a night at the Hotel Del in Coronado dancing, eating, and celebrating with Federated Securities at their annual conference. A big thanks to Dayna for inviting all of us.