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Financial services news for CPAs and attorneys
Subject Matters is e a summary of retirement plan articles on various financial planning issues that we think may
be beneficial to you. These articles are a quick read and an easy way to stay current on the latest news and information in the
investment world.
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| Article |
Issue
Date |
| Estate Tax Catch All: TCLAT | Dec-2008 |
| Why is STOLI a Problem? | Jun-2008 |
| Charitable IRA: Good Strategy or Shell Game? | Mar-2008 |
| Qualified Default Investment Alternatives (QDIA) | Jan-2008 |
| Split-Dollar Life Insurance Arrangements | Sep-2007 |
| Split Dollar Intersection with Deferred Compensation | May-2007 |
| COLI Best Practices Provisions of Pension Protection Act of 2006 | Dec-2006 |
| Relevant Market Update | Sept-2006 |
| Jun-2006 | |
| RMD “Entire Interest” Rule Goes Into Effect for 2006 | Feb-2006 |
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