Article Results (Showing 1 - 10 of 27) RSS Alert
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College Funding: Life Insurance vs. 529 Plans
Paying for a child's or a grandchild's college education has become increasingly difficult as the costs of college continue to increase. I am...
Life Insurance Selling, 05/01/08 by DeFrancesco, Roccy · More from publication -
Investment Planning: Buying Life Insurance in 412(i) Defined Benefit Plans
Answer the following by choosing which investment you or your clients would purchase. Assume you invest $100,000 and let it grow for 20 years. At...
Accounting Technology, 07/01/07 by Roccy DeFrancesco · More from publication -
The IRS Comes Down on PATs
Life can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law and then the tax law changed because...
Accounting Technology, 01/01/07 by Roccy DeFrancesco · More from publication -
The 1 Percent Option
What type of mortgage do you have? What type of mortgage do the vast majority of your clients have? The standard answer is a 15 or 30 year fixed...
Accounting Technology, 07/01/06 by Roccy DeFrancesco · More from publication -
A Hidden Asset
Say Dr. Smith has a 20-year term life insurance policy, which is nearing its deadline to convert to a whole life policy. At 79, Dr. Smith can't...
Financial Planning, 06/01/05 by Roccy DeFrancesco and Sergio Salani · More from publication -
Deferred Judgment
Companies have long known that to attract talented executives to their businesses, they need to offer specialized retirement benefits. Once these...
Financial Planning, 04/01/05 by Roccy DeFrancesco and Timothy Trankina · More from publication -
Guarding the Fortress
A client's home may be his or her castle, but even the broadest of moats can't keep determined creditors at bay. In fact, the marital home or...
Financial Planning, 03/01/05 by Roccy DeFrancesco · More from publication -
The Golden Years? Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home.
Our society insures against auto and homeowner's damage, theft, earthquakes, fire, and floods. All of these types of insurance are important, but...
Financial Planning, 02/01/05 by Roccy DeFrancesco and Michael Flory · More from publication -
As Simple as ABC
If your clients make significant taxable income, you are probably tired of insurance companies telling you to use 412(i) plans as "the best" income...
Financial Planning, 12/01/04 by Roccy DeFrancesco · More from publication -
Springing the Trap
Last month, I explained how advisers could use a maxi-IRA strategy to help clients mitigate the 75% tax on money in inherited IRAs. The IRA...
Financial Planning, 11/01/04 by Roccy DeFrancesco · More from publication
