A Primer on Irrevocable Life Insurance Trusts | Transamerica Financial Advisors, Inc. @jayjones41 @LouProspectsFou

A Primer on Irrevocable Life Insurance Trusts | Transamerica Financial Advisors, Inc.

10 Questions to Ask Before Purchasing Employee Benefits - Transamerica Blog @jayjones41 @LouProspectsFou

10 Questions to Ask Before Purchasing Employee Benefits - Transamerica Blog

Many Americans May Be Spending 20+ Years in Retirement; #retirementplanning That Lasts via American General @jayjones41 @LouProspectsFou

http://www.aig.com/planning-for-a-retirement-that-lasts_3171_630592.html?cmpid=smc-linkedin-aig-knowledgecenter-june19

What College Fund? Less Than Half of Parents Save #financialplanning @jayjones41 @LouProspectsFou

What College Fund? Less Than Half of Parents Save

Firm tailors social media training to sports via @sbjsbd #socialmedia @LouProspectsFou @jayjones41

http://www.sportsbusinessdaily.com/Journal/Issues/2015/06/15/Media/SM2.aspx?hl=communication&sc=0

5 Estate-Planning Tasks That You Shouldn't Put Off @jayjones41 @LouProspectsFou #retirementplanning

5 Estate-Planning Tasks That You Shouldn't Put Off

24% of Americans have less than 6 months expenses saved; 50% have less than 3 saved! @jayjones41 @LouProspectsFou

via Transamerica and USA Today...

Do You Really Need 10x Your Salary in Life Insurance? #estateplanning @jayjones41 @LouProspectsFou

http://www.lifehappens.org/blog/do-you-really-need-10x-your-salary-in-life-insurance/

Prospects Financial

Is Your Estate Plan Obsolete? #estateplanning #financialplanning @jayjones41

Is Your Estate Plan Obsolete?

Social Security: Understanding the Basics - Transamerica Blog

Social Security: Understanding the Basics - Transamerica Blog

How Your Social Security Benefit Is Calculated

How Your Social Security Benefit Is Calculated

Financial Lessons We Can Learn From Athletes Who Retire Early - Transamerica Blog

Financial Lessons We Can Learn From Athletes Who Retire Early - Transamerica Blog

Post-Graduation Woes: Debt, Credit, Saving? - Transamerica Blog

Post-Graduation Woes: Debt, Credit, Saving? - Transamerica Blog

Financial Lessons We Can Learn From Athletes Who Retire Early - Transamerica Blog

Financial Lessons We Can Learn From Athletes Who Retire Early - Transamerica Blog

Beginning in 2015, be aware of the IRS rule of 'One Rollover Per Year'

Link to the IRS rule of 'One Rollover Per Year'

6 Ways to Curb Taxes in Retirement via Morningstar

6 Ways to Curb Taxes in Retirement

Supreme Court case of Clark v. Rameker, which held that inherited IRAs are not "retirement funds" and therefore not protected from creditors under federal bankruptcy law...via Flastner Greenberg

http://www.flastergreenberg.com/newsroom-alerts-Supreme_Court_Rules_that_Inherited_IRAs_Are_Not_Exempt_From_Creditors_Under_the_Bankruptcy_Code_Clark_v_Rameker.html


www.prospectsfinancial.com

@ProspectsFinanc

The IRS Announces It Will Follow the Tax Court's One-Rollover-per-Year Decision

The IRS, in Announcement 2014-15, has indicated it will follow the recent Tax Court decision in Bobrow v. Commissioner, which held that a taxpayer may make only one tax-free, 60-day rollover between IRAs within each 12-month period, regardless of how many IRAs he or she maintains. However, the IRS will not apply this new interpretation to any rollover that involves an IRA distribution occurring before January 1, 2015.


http://www.irs.gov/pub/irs-drop/a-14-15.pdf

via Broadridge

www.prospectsfinancial.com @ProspectsFinanc

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"How to Spot the Boss From Hell" via WSJ.com

http://online.wsj.com/news/articles/SB10001424052702303942404579360784194736714?mod=WSJ_FamilyFinance_FamilyFinance_5&mg=reno64-wsj&url=http%3A%2F%2Fonline.wsj.com%2Farticle%2FSB10001424052702303942404579360784194736714.html%3Fmod%3DWSJ_FamilyFinance_FamilyFinance_5