Thanks so much for coming to my presentation for the DuPage County Estate Planning Council 2015 October Breakfast Meeting!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
How the "Annuities Should NEVER Go In An IRA" Rule Has Become A Myth
Owning Deferred Annuities In Trusts And Preserving Tax-Deferral Treatment
Marginal Tax-Rate Chart for 2015
IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving