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Economy & Finance Tax-Efficient Investing: Tax-Sensitive Withdrawal Strategies (Part 4 of Tax-Efficient Investing...

1. Tax Aware Investing -It’s the after Tax Return that Counts! Advisors4Advisors Part IV Presented by: Robert S. Keebler, CPA, MST, AEP (Distinguished) Stephen J. Bigge…

Documents Risk-free, Tax-free Retirement Strategy

1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…

Documents Benefits of Fixed Annuities

1. The Benefits ofFixed Annuities “ Presenter’s Name” “ Presenter’s Company” Seminar and Insurance Sales Presentation 1208 RI01146710 Retirement Income Strategies…

Education Risk-free, tax-free Retirement Strategy

1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…

Economy & Finance Last Chance Retirement Strategy

1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…

News & Politics Insurance Exchanges-Bonnie Washington

1. Insurance Exchanges /Federal Regulations & State FlexibilityAugust 3, 2011Bonnie WashingtonAvalere Health LLC 2. States Have Substantial Implementation Responsibilities…

Business Tax Advantaged Retirement Plan Strategies for Small Businesses

1. 1Tax AdvantagedRetirement PlanStrategies forSmall BusinessesPresented by:TJ Orr, ERPA, QPA, QKAandKevin Donovan, CPA, EA, MSPAwww.pinnacle-plan.com 2. The information…

Business Aicpa cu conference 2012 concurrent session 16

1. AUDITING PENSION PLANS: TOP10 MOST COMMON AUDIT FINDNGSand OVERVIEW OF DOL INITATIVESAFFECTING PLAN AUDITSConcurrent session 16 Allen P. Deleon, CPA – DeLeon & Stang,…

Documents Rochester PGC Upstate NY Retirement Plan Gifts c45802 - 7 27 10 (2)

1. Timothy J. Prosser Vice President -Institutional Trust Consulting TIAA-CREF Trust Company, FSB Retirement Plan Gifts:Better Now or Later? Planned Giving Council ofUpstate…

Documents Participant Loan Issues Including Refinance Loans and Deemed Distributions 810584.ppt Workshop #4...

Slide 1Participant Loan Issues Including Refinance Loans and Deemed Distributions 810584.ppt Workshop #4 ASPPA Annual Conference National Harbor, MD October 28, 2012 by Richard…