Tag Archives: Audio/Visuals

“I asked you what time it was, not how to make a watch”

Every once in a while I’ll start to wander off into “Pensionspeak” when I’m talking to a client. And when I do, I’ll catch myself by remembering what one of our important business partners once told me when I started to get too technical. Or even technical at all depending on the audience. He told … Continue Reading

Life Insurance in Qualified Retirement Plans: Presentation to Lake County Estate Planning Council

I was honored to be a guest speaker today to The Lake County Estate Planning Council. The group is an interdisciplinary organization for professionals involved in estate planning to better serve the needs of the public in estate planning. The title of my presentation is: LIFE INSURANCE IN QUALIFIED RETIREMENT PLANS: The Impact of the New … Continue Reading

Il Buono, il brutto, il cattivo: The 2008 Retirement Plan Year in Review

That’s the title of Sergio Leoni’s 1966 movie considered the greatest of the Italian spaghetti westerns. We know it in this country, of course, as The Good, The Bad, and The Ugly. The movie starred Clint Eastwood (the Good), Eli Wallach (the Bad), and Lee Van Cleff (the Ugly). And just like the movie,  the year 2008 had The Good, The Bad, and … Continue Reading

Year end tax planning to die for

"Taxman" The producer of this video, WildCard Productions, calls it "a tribute to the greatest band’s greatest album". It is, of course, the Revolver album released in 1966, often cited as one of the greatest albums in rock music history, The song on the video, “Taxman”, was written and performed by George Harrison. Harrison performs the … Continue Reading

Video workshop for small business retirement plans now available from IRS

The IRS has just released, A Virtual Small Business Tax Workshop (Publication 1066C), which helps small business owners and self-employed understand and meet their federal tax obligations. Lesson 5 deals with how to set up a retirement plan. While the IRS focuses strictly on SEPs and SIMPLE IRAs, the lesson does effectively communicate why new … Continue Reading