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Academic Journal

The Reimagination of Conventional Retirement Saving Wisdom.

  • Source: Journal of Financial Planning. Aug2021, Vol. 34 Issue 8, p54-58. 5p.

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Academic Journal

The Coming War over Deductible Fiduciary Expenses.

  • Source: Journal of Financial Planning. Aug2014, Vol. 27 Issue 8, p30-32. 3p. 2 Charts.

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Academic Journal

The Closing Wealth Transfer.

  • Source: Journal of Financial Planning. Dec2012, Vol. 25 Issue 12, p20-21. 2p. 2 Charts.

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Academic Journal

Gift Wrapping the 1990s.

  • Source: Journal of Financial Planning. Jan1993, Vol. 6 Issue 1, p6. 2p. 1 Black and White Photograph.

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Academic Journal

Testing Patriotism: A War Tax on the Wealthy?

  • Source: Journal of Financial Planning. Nov2003, Vol. 16 Issue 11, p18-18. 1/3p.

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Academic Journal

PLANNING OPPORTUNITIES IN POSTMORTEM ESTATE PLANNING.

  • Source: Journal of Financial Planning. Oct95, Vol. 8 Issue 4, p181. 9p. 1 Black and White Photograph.

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Academic Journal

GIFT AND ESTATE TAX CONSEQUENCES OF GROUP-TERM LIFE INSURANCE.

  • Source: Journal of Financial Planning. Oct91, Vol. 4 Issue 4, p185. 5p. 2 Black and White Photographs, 1 Chart.

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Academic Journal

Good News/Bad News Out of Washington on Estate Tax Reform.

  • Source: Journal of Financial Planning. Jul2000, Vol. 13 Issue 7, p38-39. 2p.

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Academic Journal

Those Deadly Estate Taxes….

  • Source: Journal of Financial Planning. Jul2001, Vol. 14 Issue 7, p23-23. 1/3p.

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Academic Journal

A Checklist of 12 Estate-Tax-Saving Strategies.

  • Source: Journal of Financial Planning. Oct90, Vol. 3 Issue 4, p158. 1p. 1 Black and White Photograph.

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