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Elder Client Planner
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If your clients are getting older
you must have the only publication that gives you tax, legal, and financial solutions to help them!
Spidell's Elder Client Planner
Here’s a sample of the time-saving, problem-solving articles from the past few issues:
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Make sure Roth distributions are tax free
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Increase the home sale exclusion by moving children into the home
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See how to handle 1099 distributions from HSA and 529 plans
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Understand how AGI affects Medicare premiums
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Understand the benefits and pitfalls of the new Pension
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Protection Act, TIPRA, and the Tax Relief and Health Care Act of 2006 including
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New charitable contribution rules
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Tax-saving IRA distribution plan for – ends this year
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More health savings account benefits
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Best Deal |
Great Deal |
| 2-year subscription for just $299. Send my 3 free bonuses immediately: |
1-year subscription for just $199. Send my 2 free bonuses immediately: |
| “Charting Retirement: Social Security, Medicare, Pensions, IRAs, and More” |
“Charting Retirement: Social Security, Medicare, Pensions, IRAs, and More” |
| “Dos and Don’ts for When a Client or Loved One Dies” |
Free access to all back issues online |
| Free access to all back issues online |
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