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1 - 4 of 4 article(s) found submitted by Mark Lund

Term Versus Permanent Life Insurance- What’s Right For You?
Almost everyone needs life insurance Whether it’s to pay off debts, ensure the family income and standard of living, make sure college can be paid for, leave a bequest to charity, provide liquidity for a business or real estate, or hedge against the return of estate taxes...
Author: Mark Lund - Category: Finances
 
Retirement Plan Update. 4 Common Mistakes And How To Avoid Them.
Many investors in retirement plans are making mistakes that could literally cost them thousands, even tens of thousands of dollars...
Author: Mark Lund - Category: Finances
 
How To Eliminate Capital Gains Tax
First off I will give a short summary of the Capital Gains Elimination Trust (CGET) Then, I will provide some details about how it works and conclude with a case study as an example of how someone might use this...
Author: Mark Lund - Category: Finances
 
Are Taxes Going Up? Will You Be In A Lower Or Higher Tax Bracket In Retirement?…
For the past decade I have talked with clients every day about a system to distribute wealth for retirement tax-free...
Author: Mark Lund - Category: Finances
 
 
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