What is a Disclaimer? Christopher J. Kruse 2012-04-02 | What is a disclaimer? Does your Will have a disclaimer option? Do you need it? Roger explains the importance of disclaimers.
Annuity Market Value Adjustments and More Christopher J. Kruse 2012-04-05 | ...less the market value adjustment? What does that mean? Roger answers questions about Annuity Market Value Adjustments and more.
Caring for a Parent Christopher J. Kruse 2012-04-03 | Deciding about and discussing the topic of Assisted Living can be difficult. What are your options and what should you consider when making your decisions?
Dangers of Joint Tenancy Christopher J. Kruse 2012-04-03 | How can sharing ownership hurt you? Roger explains the dangers of Joint Tenancy.
Banker Story Christopher J. Kruse 2012-04-03 | Roger tells a story to help illustrate how knowing alternative solutions can help save you money and achieve your goals
Comparing Siblings as Beneficiaries Part 2 Christopher J. Kruse 2012-04-03 | ...comparing inheriting between siblings, Part II
Comparing Siblings as Beneficiaries Part 1 Christopher J. Kruse 2012-04-03 | Roger Kruse compares options for inheritance between siblings
Disclaiming IRAs Christopher J. Kruse 2012-04-03 | Why would you ever turn away an inheritance? Roger explains why anyone would consider disclaiming an IRA
Message to Heirs Christopher J. Kruse 2012-04-02 | Inheriting can be confusing. People who are inheriting can make mistakes and Roger raises awareness about giving attention to those inheriting.
60-Year Old Beneficial Case Study Christopher J. Kruse 2012-04-02 | Beneficial IRA may be the right choice. Roger explains leaving inherited IRAs in beneficial form.
Stretch IRA Christopher J. Kruse 2012-04-02 | What does it mean to keep the money in Beneficial Form? Is it the best option?
Lump Sum Case Study Christopher J. Kruse 2012-04-02 | Describing what it means to take advantage of the Lump Sum option
Deductions Dont Always Save Taxes Christopher J. Kruse 2012-03-26 | Roger Kruse, ChFC, CFP, explains how FFP Wealth Management can help you save money on your taxes and what ideas to take advantage of.
Inheriting IRAs- Spouse Christopher J. Kruse 2012-03-20 | Roger Kruse, ChFC, CFP, explains options for inheriting IRAs, describing why some options are better than others depending on a person's situation
IRS Definition of Lump Sum Christopher J. Kruse 2012-03-20 | Roger Kruse, ChFC, CFP, describes the real definition of "Lump Sum" according to the IRS, and what your other options may be.
Transferring IRAs Christopher J. Kruse 2012-03-20 | Roger Kruse, ChFC, CFP, shares insight further into the details of transferring IRAs, income tax planning, and the Retirement Account Timeline.
Tax Coupon Christopher J. Kruse 2012-03-20 | "Are you a coupon clipper?" Roger Kruse, ChFC, CFP, discusses and explains the use of the Tax Coupon.
Effective Tax On New Income Christopher J. Kruse 2012-03-19 | Roger Kruse, ChFC, CFP, describes Effective Tax on New Income, IRA distributions, and more, and how the cards can be stacked against you when it comes to tax code.
Tax Free Transfers Christopher J. Kruse 2012-03-16 | Roger Kruse, ChFC, CFP, talks about arranging affairs and the efforts into tax-free transfers. Includes discussion of 709 form.
Taxes Through Time Christopher J. Kruse 2012-03-16 | Roger Kruse, ChFC, CFP, explains how estate planning has changed over the years. A brief look into the history of retirement plans, tax and estate planning.
Language of the IRS Christopher J. Kruse 2012-03-16 | Roger Kruse, ChFC, CFP, shows how different the language of the IRS is from everyday definitions. Getting professional financial advice can save you from irrevocable errors.
FFP Wealth Management - Turkey Legs Christopher J. Kruse 2012-03-13 | Roger Kruse, ChFC, CFP, talks about how doing things the way they have always been done doesn't always make sense. Especially when it comes to the IRS.
Gifting Tax Myth - Leave Wisely - Inherit Wisely Pt 6 Christopher J. Kruse 2011-11-03 | "Debunking the gifting myth" Roger Kruse (ChFC, CFP, EA) from FFP Wealth Management Presents: Leave Wisely - Inherit Wisely What the estate planning attorneys didn't tell the heirs. ATTEND THIS FREE WORKSHOP IF YOU WANT TO LEARN HOW TO AVOID EXCESS INCOME TAXES ON IRA, 401(K) OR ANNUITY ASSETS YOU MIGHT INHERIT OR BESTOW TO OTHERS AND OTHER PLANNING IDEAS (COUPLES ENCOURAGED TO ATTEND)
Refuse Inheritance - Disclaimer Option - Leave Wisely - Inherit Wisely pt 5 Christopher J. Kruse 2011-10-31 | "Refuse some or all of your inheritance? It might make sense!" Roger Kruse (ChFC, CFP, EA) from FFP Wealth Management Presents: Leave Wisely - Inherit Wisely What the estate planning attorneys didn't tell the heirs. ATTEND THIS FREE WORKSHOP IF YOU WANT TO LEARN HOW TO AVOID EXCESS INCOME TAXES ON IRA, 401(K) OR ANNUITY ASSETS YOU MIGHT INHERIT OR BESTOW TO OTHERS AND OTHER PLANNING IDEAS (COUPLES ENCOURAGED TO ATTEND)
Inheritance Planning - Leave Wisely - Inherit Wisely Pt 3 Christopher J. Kruse 2011-10-31 | http://www.FFPwealthmanagement.com Four Heirs - Four Strategies Roger Kruse (ChFC, CFP, EA) from FFP Wealth Management Presents: Leave Wisely - Inherit Wisely What the estate planning attorneys didn't tell the heirs. Intelligent Inheritance Planning. ATTEND THIS FREE WORKSHOP IF YOU WANT TO LEARN HOW TO AVOID EXCESS INCOME TAXES ON IRA, 401(K) OR ANNUITY ASSETS YOU MIGHT INHERIT OR BESTOW TO OTHERS AND OTHER PLANNING IDEAS (COUPLES ENCOURAGED TO ATTEND)
Minimum Required Distributions - Leave Wisely - Inherit Wisely Pt 2 Christopher J. Kruse 2011-10-31 | http://www.FFPwealthmanagement.com What you need to know about Minimum Required Distributions Roger Kruse (ChFC, CFP, EA) from FFP Wealth Management Presents: Leave Wisely - Inherit Wisely What the estate planning attorneys didn't tell the heirs. ATTEND THIS FREE WORKSHOP IF YOU WANT TO LEARN HOW TO AVOID EXCESS INCOME TAXES ON IRA, 401(K) OR ANNUITY ASSETS YOU MIGHT INHERIT OR BESTOW TO OTHERS AND OTHER PLANNING IDEAS (COUPLES ENCOURAGED TO ATTEND)
Leave Wisely - Inherit Wisely - Estate Planning Workshop Preview Christopher J. Kruse 2011-10-24 | http://www.FFPwealthmanagement.com Roger Kruse (ChFC, CFP, EA) from FFP Wealth Management Presents: Leave Wisely - Inherit Wisely What the estate planning attorneys didn't tell the heirs. ATTEND THIS FREE WORKSHOP IF YOU WANT TO LEARN HOW TO AVOID EXCESS INCOME TAXES ON IRA, 401(K) OR ANNUITY ASSETS YOU MIGHT INHERIT OR BESTOW TO OTHERS AND OTHER PLANNING IDEAS (COUPLES ENCOURAGED TO ATTEND)
