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September 10, 2014 – Symetra
Life Insurance as an Asset Class – SYMETRA – Presenters: Jeff Wright, Doug Bowden
Are Your Assets Ready for College?
An Oak Brook, Ill., family with twin 15-year-old daughters was gearing up a few years ago to pay for college, and sought advice from Troy Onink, chief of Stratagee, a college-planning consulting firm in Russell, Pa. The twins’ grandparents had gifted them each $71,000 in UTMA (Uniform Transfer to Minors Act) accounts, stipulating that the […]
Your Options for Required IRA Distributions
The Timing of Your First Withdrawal Can Have Tax Consequences Click here for more