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State Regulators Scruitinize Annuity Scams!

Stranger Originated/Owned Annuities Subject of Public Hearing

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:57pm

Florida Broker Barred for Selling Phony Financial Products, Taking More Than $1.9 Million From Clients!

Broker Created False Documents to Further Scheme, Induce Customers to Invest in Fictitious CDs and Bonds

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:50pm

Deadline Rapidly Approaching to Recharacterize 2008 Roth Conversions!

Did you convert a traditional IRA to a Roth IRA in 2008 only to see your new Roth IRA balance decline due to market conditions? If so, you may want to consider recharacterizing your conversion.

Submitted by Jayven M. Rappa on Mon, 04/12/2010 - 2:50pm

Update Your Beneficiary Designations!

Your will is not the only thing that will transfer your assets to your heirs upon your death. Certain types of assets are transferred directly to heirs through a beneficiary designation.

Submitted by Jayven M. Rappa on Sun, 11/08/2009 - 2:29pm

Estate Tax Update!

There has been much discussion about the temporary repeal and reinstatement of the federal estate tax.

Submitted by Jayven M. Rappa on Thu, 10/15/2009 - 6:25pm

Estate Planning During a Declining Market!

A down market can mean tough times, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes.

Submitted by Jayven M. Rappa on Wed, 03/25/2009 - 6:17am