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Written by Derek W. Jensen   
Friday, 30 November 2007 00:00
Volume 2, Issue 11

Before 2007, a non-spouse beneficiary of a qualified plan was stuck taking distributions under the terms of the plan, which typically required full distribution within five or fewer years of the participant's death. The Pension Protection Act of 2006 (PPA 2006) authorized non-spouse beneficiaries (before it was only surviving spouses) to roll over to an Inherited IRA.

This issue of The Wealth Counselor looks at a very recent pronouncement from the IRS that finally...

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Written by Derek W. Jensen   
Thursday, 01 November 2007 00:00
Volume 2, Issue 10

The last issue of The Wealth Counselor examined trusts and the asset protection benefits provided to trust makers and their beneficiaries through the utilization of ongoing trusts. This issue of The Wealth Counselor addresses related and important questions about the taxation of trusts, which are important to all wealth planning professionals.

Trusts are Separate Taxpayers
All trusts are separate taxpayers. Unless disregarded under the exception for trusts discussed...

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Written by Derek W. Jensen   
Monday, 01 October 2007 00:00
Volume 2, Issue 9

This issue of The Wealth Counselor addresses a topic that is important to clients and all wealth planning professionals - trusts. When used properly, trusts can provide significant advantages to clients and to the advisors who recommend them. Given the numerous types of trusts, this newsletter explores the general advantages of trusts as well as some of the most common types of trusts.


Planning Tip: According to a recent survey, 70% of financial advisors expect that...

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Written by Derek W. Jensen   
Saturday, 01 September 2007 00:00
Volume 2, Issue 8

A prior issue of The Wealth Counselor addressed the planning opportunities that exist with planning for Medicaid, particularly where the client's advisors work together to create a plan that addresses all aspects of the client's planning needs. This issue addresses a related topic, VA Aid and Attendance pension benefits.

Even advisors who focus on higher net worth clients should not discount the opportunities that exist with Aid and Attendance pension benefits. There...

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Written by Derek W. Jensen   
Tuesday, 31 July 2007 00:00
Volume 2, Issue 7

This month's issue of The Wealth Counselor addresses a topic that many professionals do not understand fully, life settlements. For the right clients, a life settlement offers a significant advantage over the alternatives - and one that the client and the planning team should at least consider.

Life Settlements - The Basics
The secondary market for life insurance policies has entered the mainstream of financial services products. Therefore, advisors whose clients...

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