Slide 1Educational Session Seminar Conducted by Dennis Sandoval Slide 2 The Interaction of Retirement Assets With Trusts: A Magical Mystery Tour Dennis M. Sandoval Director…

Slide 1 Institute for Research on the Economics of Taxation (IRET) REFORMING TAXATION: ADVANTAGES OF A SAVING- CONSUMPTION NEUTRAL TAX BASE, AND PRINCIPLES TO GUIDE REFORM…

Slide 1 REFORMING TAXATION: ADVANTAGES OF A SAVING- CONSUMPTION NEUTRAL TAX BASE, AND PRINCIPLES TO GUIDE REFORM Stephen J. Entin Institute for Research on the Economics…

Slide 1 INVESTING IN A LIFE INSURNACE COMPANY The benefits of an insurance GIC* *An insurance GIC is an accumulation annuity issued by a life insurance company Slide 2 My…

Slide 1 Magical Mystery Tour: An Introduction to IRA and Retirement Plan Basics Presented by: Dennis M. Sandoval, J.D., LL.M. (Tax), CELA, EA Director of Education American…

Magical Mystery Tour: An Introduction to IRA and Retirement Plan Basics Presented by: Dennis M. Sandoval, J.D., LL.M. (Tax), CELA, EA Director of Education American Academy…

Gift Planning Tip: Retirement plans and IRAs can be among the most highly taxed assets in your estate. Factoring in the in- come tax on distributions, possible estate taxes,…