Retirement & Estate Planning
Related Topics
Myths and Realities of the New Estate Tax Changes
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP®
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP® Ted is the Charles E. Drimal Professor of Estate Planning and a Professor of Taxation at The American College.
Explore the misconceptions arising from the new estate tax laws Read More >
Time for Disability Income Insurance?
Bob Herum, MSFS, CLU®, ChFC®, RHU®, REBC®
Bob Herum, MSFS, CLU®, ChFC®, RHU®, REBC® Bob is Second vice president of disability income sales at Union Central Life Insurance Company.
Explore the reasons to discuss disability income planning with your clients Read More >
Ask Al - Qualified Charitable Distributions
Al Fry, MSFS, MSM, CLU®, ChFC®, RHU®, REBC®
Al Fry, MSFS, MSM, CLU®, ChFC®, RHU®, REBC® A national planning specialist for Lincoln Financial Group for more than 30 years, Al currently has his own consulting practice. alfry@e-csi.com
What’s the big deal? In the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 recently enacted, Qualified Charitable Distributions (QCDs), which expired December 31, 2009, were extended for 2010 and 2011. T Read More >