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Financial Planning Just Got Easier

In This Issue:

• Financial Planning Just Got Easier

• Creditor Proof

• Call Us Before You Cancel Your Life Insurance Policy

• Paying Debt vs. Investing

• Don't Make The Gift Payable to the IRS

• Donating an IRA to Charity

• Another IRA Twist

• Put It Away

• Revocable Trusts

• Estate Taxes

• Is the Estate Tax Going Anywhere?

• Regular vs Roth IRA

• Avoiding the 10% Penalty