IRC 529 vs IRC 7702 – Saving for College

First of all, what is a 529? (It is the Tax code governing college savings plans) The 529 college savings plan is a state sponsored, tax-advantaged tool that is offered so families can save specifically for qualified higher education expenses for their children. Personally, I do not like to call them ‘savings’ plans due to […]

December 23, 2010 · Jennifer · 6 Comments
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Banks Fund Bonuses with Life Insurance, WSJ.com

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August 25, 2010 · Jennifer · One Comment
Tags: , , ,  · Posted in: Banks Fund Bonuses w/ PLI, Benefits of Permanent Insurance, FINANCIAL EDUCATION 101, Life Insurance with Living Benefits

Mutual Life Insur­ance is mak­ing a come­back now that our spec­u­la­tive econ­omy has blown up

How to preserve your capital with guaranteed growth and safety. Aren’t we all inundated with negative crap from everywhere from media to private conversations to internet. Who is offering a viable, lucrative, safe and secure alternative for our money? There is one financial vehicle offered by a company that has been around for and paid […]

April 10, 2010 · Jennifer · 2 Comments
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Tax Strategies – Increase your Net Worth by Thousands – WithOUT Making More Money!

Tax Strategies – Increase Your Networth By Thousands – WithOUT Making More Money! a NEW webinar series… Thanks so much for attending our “Increase Your Net Worth / Tax Strategies” webinar over the last week or so. The feedback was incredible… I so appreciate all your kind words and was happy to help.

April 11, 2009 · Jennifer · One Comment
Tags: , , , , , , , ,  · Posted in: BUSINESS, Tax Strategies, TAXES, W2 Employees / IRS