After weeks of negotiations, Congress reached agreement on a bipartisan bill to fund the government through September 2016. Following are provisions of particular interest to investors. The legislation makes permanent…
Last week the Supreme Court ruled that all qualifying Americans are entitled to receive subsidies to purchase health insurance under the Affordable Care Act, regardless of…
Recently, M Financial posted a brief blog on the generation skipping transfer tax. Please copy and paste the link below into your internet browser to read. http://mfin.com/m-intelligence-details/Understanding the Generation Skipping…
In March, we posted an article about investing in a rising tax environment. We at WealthPoint thought the article in the link below would be a good follow up to…
By Richard Cowan and David Lawder WASHINGTON (Reuters) – The U.S. House of Representatives on Thursday ignored a White House veto threat and passed legislation to repeal the estate…
Recently, Ryan and Tim were asked by STAFDA, a large national trade association we have spoken to, to write an article for their upcoming trade magazine. This article highlights the…
We at WealthPoint continually strive to provide insight to our clients and advisory community. The attached piece was written by M Financial and discusses life insurance policy issues that have…
M Financial is constantly writing material for member firms to share with the advisor community and clients on the subject of life insurance. WealthPoint is a member firm of M…
Part 4 of a 4 part series Provided by Ryan F. Barradas and Tim Young In order for you to confidently move forward with big decisions in a manner you haven’t…
From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
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