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Installment Terms for the Business Buyout in a Divorce
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10/30/14
For many divorcing couples, a closely-held business is the most valuable marital asset. In most cases, it is likely that only one spouse will remain with the business, raising this key issue: How can …


Helping Retirees Dodge the Medicare Income-Based Surcharge
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10/30/14
The complex rules governing Medicare income-based premium surcharges can increase higher-income clients’ health insurance costs by more than 200% percent during retirement. There are ways to alter a c …


Asset Protection for Inherited IRAs
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10/30/14
Owners of large retirement accounts may be lulled into complacency concerning the asset protection available to these special assets. The funds which you (and perhaps also your employer through a mat …


IRS allows use of annuities in target-date fund series
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10/30/14
The Internal Revenue Service on Friday said defined contribution plans’ use of a target-date fund series containing deferred annuities won’t violate IRS rules against DC plans discriminating in favor …


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Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


Dec 03, 2014 Audio/Web Conference
Enhanced Plan Benefits
Mary Read CPC, QPA
The benefits of life insurance in qualified retirement plans.


Dec 10, 2014 Sponsored Education Online
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Practical Applications of "Life Insurance as an Asset Class"
Richard M. Weber, MBA, CLU, AEP
Uses of whole life insurance in 3 different scenarios .
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Jan 14, 2015 Sponsored Education Online
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TBD
Sponsored by iTransact. Details coming soon.


Jan 18–
Jan 22, 2015 Arizona Institute
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Feb 02, 2015 Sponsored Education Online
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Don't Worry Retire Happy: Seven Steps to Retirement Security.
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Feb 18, 2015 Video Teleconference
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Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.


Mar 04, 2015 Audio/Web Conference
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Topic - Layering Plans. Details coming soon.


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