There’s more than the elimination of the stretch IRA.
Warn your clients not to contribute to their IRAs after this age.
An overview of the federal rules.
When your client thinks life insurance coverage is no longer needed.
Help clients evaluate whether it pays to sell a policy through a life settlement.
Uses other than for estate planning.
James I. Dougherty advises planners on how to positively embrace change.
Christopher P. Woehrle discusses the implications of a recent case.