Doctor's 419 Plan Deduction Denied
Even now people are still experiencing the fallout from using 419 plans years ago. And the lessons seems to be that if a structure sounds too good to be true, it just might be.
Avoid Short-Term Capital Gains Taxes on Actively Traded Accounts
If your gains in an actively traded portfolio will be hit with short-term capital gains taxes, it makes sense to trade those accounts inside a no-load variable annuity.
Complete Asset Protection Planning: It's More Than You Think
When doctors are pitched asset protection planning by a local or national guru, what they are pitched is not even half of what needs to be done to have a complete asset protection plan.
A New No-Load Variable Annuity Hits the Market
With most loaded financial products clients can find themselves paying a multitude of tiny fees that add up to a lot.
What's the Best Insurance Policy for Wealth Building?
Whole Life insurance versus Equity Indexed Universal Life. Which one builds the most wealth for retirement?
2012 DALBAR Study Reveals Average Investor Returns
When people read the DALBAR report, usually they shake their heads because they know they are the typical investor that the study is talking about (and that's not a good thing).
Should You Avoid Fee-Only Advisers?
While in theory the concept of a fee-only adviser makes sense, they can be just as biased as other advisers - biased against commission-based products.
Domestic Asset Protection: Using LLCs and FLPs
The second in a series of in-depth articles on asset-protection planning discusses domestic asset protection through the use of LLCs and FLPs.
Protecting Assets from All Creditors
This is the first in a series of in-depth articles on asset-protection planning, discussing the various creditors other than patients that doctors should be protecting their assets from.
RRGs Reduce Malpractice Insurance Premiums Up to 50%
Traditional insurance carriers are trying to make a profit on your business. But by switching to a RRG, which is member driven, you could save up to 50%.
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