Avoid Tax Qualified Plans like the Plague. Nelson Nash

Tax Qual­i­fied Retire­ment Plans, etc. By R. Nel­son Nash August 1, 2009 Back in 2000 I wrote Becom­ing Your Own Banker  –  The Infi­nite Bank­ing Con­cept and in it I briefly addressed the sub­ject of retire­ment plans and specif­i­cally Tax Qual­i­fied Retire­ment Plans. Since that time it has become more appar­ent to me that this idea needs to […]

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May 14, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , , , , , ,  · Posted in: 401(k), 401(k) Falls Short, 401(k) Hidden Fees, Avoid Qualified Plans, Avoid Tax Qualified Plans, RETIREMENT, Unintended Consequences, Whole Life vs Social Security

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