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