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  • Ralph V. Allen, CLU,ChFC,LUTCF

    RE:Special Need Trust as beneficiary of IRA .

    Posted in: Retirement Counse...

    The trust alone will not provide for the Special Needs recipient because of the 5 year rule. I am told that a carefully drafted accumulation trust can accommodate those...

  • Anthony R. Bartlett, CASL,ChFC

    confirm zero capital gains rate for single living...

    Posted in: Retirement Counse...

    Client has 18k of social security income. Has 500k of investments with a cost basis of 100k. If the investments were sold there would be 400k of long term care capital...

  • photo not available

    RE: Sub S Corp

    Posted in: Business and Compensation...

    He wants out of the farming business ------Original Message------ I would you client sell what is likely an undivided interest in the farm property?

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Richard M. Weber, MBA,CLU, AEP

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Richard M. Weber, MBA,CLU, AEP

Lawrence C. Starr, CLU,ChFC,CEBS,CPC

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    Anibal Torres, CLU,FLMI

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    Guardian
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