690

Showing 17–18 of 18 results

  • Are tax-free investments really worth it?

    May / June 2009
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 690

    Abstract: If you think investing in tax-exempt securities such as state and municipal bonds is an ideal way to diversify your portfolio and enjoy tax-free income, hold that thought. There are a few possible cons to consider along with the potential pros. This article discusses both, and points out that credit quality, price volatility and the investment’s role in your asset allocation strategy also need to be taken into account.

    Read More

  • Staggering into the new world – The IRS’s new amendment submission deadlines

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 690

    Abstract: A few years ago, the IRS established a system for cyclical remedial amendment periods for pre-approved and individually designed retirement plans. Now, the IRS has replaced the original rules with a new set of staggered submission deadlines. This article looks at the differences between the old system and the new system and the deadlines that apply to various plan types.

    Read More