2024 Tax Reference Guide
2024 Tax Reference Guide From: Pimco This Tax Reference Guide provides highlights of the current tax law for financial professionals and investors to be aware of throughout the year. Together…
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Indiana University Personal Estate Planning Guide
Indiana University Personal Estate Planning Guide From: Indiana University Foundation The Indiana University Foundation has put together an estate planning guide coursebook and record book as resources for retirement planning….
Forbes 2018 Tax Guide
…tables that you’ll use to prepare your 2017 tax returns in 2018 (if you need those figures, please see page 8 of this report). You’ll use these numbers to prepare…
Grantor trust: What it is and a guide to how the rules work
Grantor trust: What it is and a guide to how the rules work From: www.bankrate.com A grantor trust is a type of living trust in which the person creating the…
Books by David H. Morgan
…Tax Mistakes, Retirement Planning, and much more. We’ve put together these resources as complimentary guides to help you in your financial growth and planning. Tax-Free Money for Long-Term Care A…
A parents’ guide to paying for college
A parents’ guide to paying for college From: REAP, LLC. | Retirement & Estate Advisors & Professionals Since the 1990s, the costs of both private and public college tuition have…
A Guide to Giving and Lending Money
…you can smoothly manage whatever request comes your way. Saying Yes If you’re comfortable saying yes to a loan request, take these three steps to protect your finances: 1. Ask…
Everything You Should Know About a Roth Ira
Everything You Should Know About a Roth Ira From: theamericanretiree.com You may want to consider Roth IRAs if you wish to add to your 401(k) or don’t have a 401(k)…
An insider’s guide to bond opportunities
An insider’s guide to bond opportunities From: wellsfargofunds.com If you’ve been thinking that bonds are only a play on interest rates and you’ve been waiting and waiting for a spike…
Extended IRA Quick Reference Guide
Extended IRA Quick Reference Guide From: wealthmanagement.com Knowing the distribution options available to beneficiaries upon the death of the IRA account holder is the key to using the Extended IRA…
