Proposed Tax and Planning Updates

I spent 2 days last week at a continuing education conference with Ed Slott & Company. This is my third year in the program. Slott has been a thought leader in retirement and distribution planning for over thirty years. My Master Elite membership gives me full...

Medicare Nightmares

Plan Enrollment Errors: Advance Planning is Good Medicine Combine the federal government with the US tax and healthcare systems and what do you get? One very complicated maze of rules and regulations called Medicare! Medicare’s complex rules are confusing and can...