http://www.isnare.com/?s=author&a=Mark+Lund Finances Mark Lund Tue, 01 May 2007 00:00:00 +0800 http://www.isnare.com/?aid=147231&ca=Finances 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. Most of our clients need... Finances Mark Lund Tue, 01 May 2007 00:00:00 +0800 http://www.isnare.com/?aid=147232&ca=Finances Many investors in retirement plans are making mistakes that could literally cost them thousands, even tens of thousands of dollars. Internal Revenue Code rules that determine how IRA’s, 401(k)’s and other retirement plans are taxed are complex. But, don’t take time to understand them and you could... Finances Mark Lund Tue, 01 May 2007 00:00:00 +0800 http://www.isnare.com/?aid=147233&ca=Finances 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. Summary: The Capital Gains Elimination Trust is better known as a Charitable Remain... Finances Mark Lund Mon, 30 Apr 2007 00:00:00 +0800 http://www.isnare.com/?aid=147230&ca=Finances For the past decade I have talked with clients every day about a system to distribute wealth for retirement tax-free. This system outlines exactly how to apply the Internal Revenue Code rules to your individual situation and find tax savings for you, which, in many cases, other advisors don’t know e...