Tax-Free Life Insurance: An Untapped Investment for the Affluent

, Spe­cial Sec­tion: Wealth Tax-Free Life Insur­ance: An Untapped Invest­ment for the Afflu­ent By LYNNLEY BROWNING Pub­lished: Feb­ru­ary 9, 2011 IT’S viewed as an insider’s secret for the afflu­ent: a legal way to invest in hedge funds and other poten­tially lucra­tive assets, all with­out pay­ing taxes on the gains.   Spe­cial Sec­tion: Wealth

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February 11, 2011 · Jennifer · 2 Comments
Tags: , , , ,  · Posted in: Tax Free Life Ins For Affluent, Tax Free Life Insurance For Affluent, UNIVERSAL, VARIABLE, EQUITY INDEXED

Alabama Town’s Failed Pension Is a Warning

Pub­lished: Thurs­day, 23 Dec 2010 | 4:39 AM ET By: Michael Cooper and Mary Williams Walsh The New York Times This strug­gling small city on the out­skirts of Mobile was warned for years that if it did noth­ing, its pen­sion fund would run out of money by 2009. Right on sched­ule, its fund ran dry.

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January 21, 2011 · Jennifer · No Comments
Tags: , , , ,  · Posted in: Failed Pension Plans, FINANCIAL EDUCATION 101, NEW YORK TIMES