Problems with Suze Orman, Dave Ramsey, or Clark Howard? Bob Ritter is the founder of Insmark and has been a mentor of mine for over 10 years. His latest blog entry tackles the likes of Suze Orman, Dave Ramsey, and Clark Howard when it comes to cash value life insurance. The...
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There is a little known provision in the IRS tax code called the “Rule of 55” that allows clients who have a 401(k) plan with an old employer to take distributions in any amount prior to 59 1/2 without penalty. Here’s the catch: you have to have been at least...
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http://www.huffingtonpost.com/ike-ikokwu/whats-a-lirp-and-why-you-_b_3084702.html Here’s another great article on the LIRP that appeared on the Huffington Post website a few weeks back. It would be a great addition to your arsenal. More and more companies, by the way, are w...
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Another Expert Speaks Out on the Need for Higher Taxes I speak frequently about David Walker, but there’s another expert of whom you should also be aware. It’s economist Lawrence Kolitlikoff. He’s a professor at Boston University and author of Th...
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The Latest in Congress’s Attempts to Tax the “Inside Build-Up” of Life Insurance This article is a must read if you are planning on selling any life insurance in the next 12 months. It gives a real time look at potential legislation that would take away the tax-preferentia...
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