News & Analysis as of

Financial Planning Retirement

Chambliss, Bahner & Stophel, P.C.

ElderLawAnswers for Attorneys

In late 2022, the federal government passed legislation known as the SECURE 2.0 Act. Provisions in this bill have made it easier for people to fund certain annuities that can delay taxes on their retirement funds until the...more

Gerald Nowotny - Law Office of Gerald R....

IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE

Malta Pension Plans offer huge tax-fee benefits to the high net worth taxpayer. Learn more!...more

Gerald Nowotny - Law Office of Gerald R....

IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE

Nowotny On Death and Taxes episode #29, It Never Rains In Southern California -Introducing the Malta Freeze Plan. Malta Pension plans offer huge tax-free benefits. The Malta Freeze addresses 70-80% of tax problems which...more

Lowndes

Who Will Be Able To Afford It?

Lowndes on

The World War II generation was raised in the depths of the Great Depression, and came out the other side with a strong penchant for saving their money. Many accomplished the goal of retiring with no mortgages, and in...more

Ballard Spahr LLP

CFPB releases report on retirement security and planning tool

Ballard Spahr LLP on

In conjunction with the retirement planning event that the CFPB is holding in Washington, D.C. today with the Social Security Administration, the CFPB has issued a report, “Issue Brief: Social Security claiming age and...more

Ballard Spahr LLP

CFPB to hold retirement planning event

Ballard Spahr LLP on

The CFPB has announced that it will be holding an event about retirement planning with the Social Security Administration in Washington, D.C. on November 12, 2015. After remarks from Director Cordray and Acting Commissioner...more

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