Calculating the Real Costs will Surprise You I’ve been on the record for nearly 15 years with my position that buying Life Insurance (hereinafter “LI”) in a Qualified Plan (hereinafter “QP”) is not only a bad idea, it’s a terrible idea. To read my... Continue reading
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All posts by Roccy DeFrancesco Jr JD
Ok, I’ll admit it; I was one of the few who watched President Obama’s State of the Union Address. What can I say; I’m an information junkie. The speech to me was boring and a retread of past speeches except for the unexpected... Continue reading
Should Clients Buy Life Insurance in 412(e)3 DB Plans? Answer the following question: if your clients could invest $100,000 and let it grow for 20 years where at the end of 20 years the amounts equaled the following, which one should your clients... Continue reading
I’m not sure if there is something in the air, but I’ve been getting a bunch of questions from doctors who have recently been pitched Section 79 Plans. It’s odd because these plans are year-end income tax planning tools. Since I have not... Continue reading
Protect Your Assets and Your Home Medicaid used to be simple. The home or family farm was a protected asset. Sure, you may have had to spend down nearly every last dime, but at least your little slice of the American Dream was... Continue reading
Quotes from advisors who have read the book: Great book! Finally, someone has addressed the problems in the financial services industry and the inherent conflicts of interest with many advisors. It was an easy read and one I believe non-financial professionals will... Continue reading
Let me ask you the following questions: 1.) Do you have a brokerage account in your own name? 2.) Do you own real estate in your own name? 3.) Do you own any other valuable assets in your own name? 4.) Does your... Continue reading
The role of The Wealth Preservation Institute (www.thewpi.org) is to educate advisors on how to provide their clients with the ?best? advice. That may be advice on Medicaid planning through the Certified Medicaid Planner (CMP?) course or through the only ?advanced? education course... Continue reading
How quickly we forget the tax avoidance plans that went down in flames when the IRS turned its scrutinous eye on it. One of the biggest ones in our industry’s history is the 419 welfare benefit plan. 419 plans (more properly known as... Continue reading
For parents or grandparents, there are few things in life more important than funding for a loved one’s college education. Unfortunately, planning for college is more difficult today than ever. USA Today just did an article titled: College financial aid system ‘in crisis’:... Continue reading
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Investments Too Risky?
It’s tough to determine which investments to use if you don’t know your own risk tolerance.Free Retirement Kit
