Wealth Protection Management Articles

Wealth Protection Management Articles

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Articles & Blog

Avoid these mistakes dividing up 401(k) assets in divorce

Divorcing couples can face enough agony as it is dividing up possessions and agreeing on custody of children, let alone splitting retirement assets.

Yet that nest egg often represents a divorcing couple\’s largest pot of money. And if the process for the division of those assets is not done properly, there can be a steep price to pay in taxes, penalties or an unintended amount of money going to an ex-spouse.

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Articles & Blog

Benefits of Filing Jointly

Filing your taxes together may not be the glue that will ensure you stay married forever. But it could save you money and help you cash in on some lucrative tax credits.

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Articles & Blog

Should I Write a Book?

Lili Vasileff is quoted in a recent article by Ingrid Case for Financial Planning focused on the topic of taking the leap to become a

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