The Continuing Need for Life Insurance
The Continuing Need for Life Insurance
Last month’s issue of The Wealth Counselor examined the various educational savings vehicles available to clients, including 529 plans, UGMA/UTMAs, Coverdell Education IRAs and life insurance. Using life insurance as […]
Read More »Understanding Educational Savings Vehicles
Understanding Educational Savings Vehicles
Last month’s issue of The Wealth Counselor examined the many benefits of 529 Plans, including the income tax and gift and estate tax benefits of these popular educational savings vehicles. […]
Read More »The Pension Protection Act: New Opportunities for Retirement Planning
The Pension Protection Act: New Opportunities for Retirement Planning
The new Pension Protection Act of 2006 (signed into law on August 17, 2006) creates significant planning opportunities for advisors and their clients who understand it. This newsletter focuses on […]
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