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ANNUITIES IN ESTATE PLANNING
 
I'm Julius Giarmarco, of Giarmarco, Mullins & Horton.
I'm the expert of Annuities in Estate Planning.
Read the latest from "Tools and Techniques to Disinherit the IRS".
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This article discusses the planning opportunities with a beneficiary defective irrevocable trust.
More from "Tools and Techniques to Disinherit the IRS" column:
  • Estate planning for unmarried couples, Pt. 3
  • Estate planning for unmarried couples, Pt. 2
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    Posted by: Roccy Defrancesco
    Views: 35863
    Replies: 47
    Roth IRA conversions: Do they make sense?
    thanks for your comments.
    the calculator is not really for sale to the general public. i only sell it to advisors (although most advisors I work with get it for free).
    i don't really understand... ...
    Posted by: Roccy Defrancesco
    Views: 225
    Replies: 2
    EIUL policies: Which one has the potential for the highes...
    i don't post names of companies on chat rooms.
    if you e-mail me at roccy@thewpi.org i'll get you that info.
    roccy ...
    Posted by: pdemeo
    Views: 2906
    Replies: 5
    Learn the benefits of single premium whole life policies
    I actually thought you'd cringe when I mentioned Suze Orman...it seems most financial advisors do. LOL! This is the first I've heard of Retirement Life. Is it relatively new? I'm assuming the advi... ...
    Posted by: Roccy Defrancesco
    Views: 30450
    Replies: 38
    Even Ed Slott is wrong about Roth IRA conversions
    yep, Ed's a great marketer of himself, i'll give him that.
    He's got advisors thinking he's a guru when it's clear that he does not understand Roth IRA conversions.
    Sure, you can reference the ar... ...

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