Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small BusinessBy: Nick Paleveda, MBA, JD, LLMTYPES OF RETIREMENT PLANSThe 401(k) Plan.A 401(k) plan is a plan to defer salary also known as an elective deferral plan....
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When Can I Retire? Answers from the Historical Recordby: Wade D. Pfau, Ph.D., CFADirector of Macroeconomic Policy Program and Associate ProfessorNational Graduate Institute for Policy Studies (GRIPS)7-22-1 Roppongi, Minato-ku, Tokyo 106-8677 JapanEmail: wpfau@grips.ac.jpphone: 81-3-6439-6225website: wpfau.blogspot.comThis study extends a framework for...
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Resurrecting the $20-Million Estate: Don't Forget About the BDIT!By: Robert L. Moshman, Esq.Estates in the $10-million to $20-million range need to start planning immediately. Two limousines pull up alongside each other. The passengers roll down their windows. A bottle is exchanged. Is it Dom...
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Annuities and the Law of Unintended ConsequencesThe Trusts and Estates ConundrumBy: David F. Sterling, JDEditor's Note: This is the second in a series of articles by Mr. Sterling on annuities. You may find the first article here.The Law of Unintended...
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Roth IRA Conversion Planning in 2011 & 2012By: Robert Keebler, CPA of Keebler & Associates, LLPIn early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation. As the 2010 tax year came to...
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Estate Planning at All Levels of Wealth: Don't the Wealthy Deserve As Much Attention to Competence Planning As Those Who Seek Medicaid Planning? By: Patricia M. Annino of Prince Lobel Glovsky & Tye LLPOne only has to read news stories...
By: Martin M. Shenkman, Esq. and Ira S. Herman, MS, CPA IntroductionEstate planning for retirement assets is vital to address for almost everyone. The topic is broad and complex so that this article will only address a handful of issues...
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Patrick J. Collins, Ph.D., CFAInvestors withdrawing money from their portfolios are often concerned about the "probability of ruin," where ruin is defined as the depletion of the portfolio prior to either a fixed date, or prior to a random date...
Henry K. Hebeler www.analyzenow.com No one can predict the future, but you can't tell that from most planning forecasts. We don't know how long we are going to live, what surprise events will develop, nor what is...