|
Found something interesting? Want to let someone else know about it? Simply click the "Tell A Friend" link!!
|
What's Happening
|
|
----------------- |
|
----------------- |
|
|
|
|  |
|
|
Let's Do Business!
by Brien P. Tilley
At ABS, we have a very clearly defined goal: to become the most successful brokerage house in the insurance industry! You might be thinking "This is great", but how does this benefit me?
[FULL STORY]
|
Don't Overlook State Death Taxes in Estate Plans
by Jefferson Pilot
The ultimate status of the federal estate tax is uncertain, at best. The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) created a patchwork quilt of changing exemptions and rates, plus an eventual return to an exemption of $1 million in 2011. While EGTRRA was passed in a time of significant surplus, the current deficit and world events make it unlikely we’ll ever see full repeal of the estate tax. A more likely compromise that appears to be attracting support is an increase in the exemption amount to somewhere between $2-3.5 million per person and a decrease in the top tax bracket to perhaps 40-45%.
[FULL STORY]
|
IRS Issues Guidance on Life Insurance Valuation
by Jefferson Pilot
The IRS has released guidance on the use of life insurance in Sec. 412(i) plans, and how it must be valued. According to the IRS and Treasury, this guidance was intended to “shut down abusive transactions involving specially designed life insurance policies in retirement plans”. Caught up in this web are similar programs such as pension rescue, Sec.79 permanent, and situations where an employer transfers a life insurance contract to an employee in connection with the performance of services.
[FULL STORY]
|
The Capital Transfer Strategy
by Columbus Life
Average, hardworking American families who invested wisely over the last four decades now find themselves “wealthy” by definition although many do not consider themselves to be wealthy. Diligent saving habits combined with the growth of technology industries and the stock market have grown small savings accounts and modest investments into large accumulations of money
[FULL STORY]
|
|
| |
|
|
subscribe / unsubscribe
|
