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Financial Strategies Issue 2
Alternate to a ROTH Conversion
The media and financial publications are constantly talking about conversion of traditional IRAs (Individual Retirment Accounts) to Roth IRAs starting in 2010.  As a  general rule, a Roth conversion may make sense for high net worth individ...

Why Planners Choose Northeast Planning Corporation?
We take great pride in bringing our clients the best strategies, products and services, and planning philosophies. The Living Balance Sheet(R) allows us to be truly unique in the market place. View the video to see how......

The Unloved Annunity Gets a Hug From Obama
The official retirement vehicle of the Obama administration

Life Insurance as An Asset Class
View a great presentation on an asset that isn't always defined that way...
The general concept of insurance is simple enough - protection against possible loss.  But what does that really mean when we address life insurance?...

Knowing Your Limits
Firms may be pinched when they take on roles outside their fields of expertise

By Martin C. Daks

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