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Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
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09/30/14
In a pair of recently decided private letter rulings, the IRS unexpectedly blessed tax-free rollover treatment in situations where spouses inherited IRAs that did not actually designate them as benefi …


Divorced Spouse’s Survivor Social Security Benefits Simplified
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09/30/14
In our last article, we took a simplified approach to Social Security (SS) survivor benefits. In most cases, if both spouses are past age 70, survivor benefits are relatively simple: The survivor get …


Disability Insurance—More Than Cash Flow Protection
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09/30/14
A sizable income is not a reason to ignore the need for disability insurance. “Sizeable” is a subjective term. Until a thorough analysis of options is explored and a suitable alternative is found, dis …


RECENT AND UPCOMING EVENTS

Oct 07, 2014 Sponsored Education Online
Free to All Attendees
Charitable Remainder Trusts (CRT): Back to the Future
Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society


Oct 15, 2014 Audio/Web Conference
Defined Benefit Plans: An Underutilized Planning Tool
Mary Read, CPC, QPA
Defined benefit plans as tax-effective planning tools.


Oct 29, 2014 Sponsored Education Online
Free to Members
Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
Sponsored by Securities America.


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
TBD
Topic - Life Insurance in Pension Plans (details coming soon)


Dec 10, 2014 Sponsored Education Online
Free to Members
TBD
Richard M. Weber, MBA, CLU, AEP
Summary: Practical Applications of "Life Insurance as an Asset Class" - 3 Case Studies.
Sponsored by Guardian. Details coming soon.


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


Feb 18, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


May 20, 2015 Video Teleconference
TBD
Topic TBD. Details coming soon.


 

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