How To Solve Your Toughest Planning Problems
The Advanced Marketing E-Mail Forum is a great way for you to tap into the expertise of 32 advanced marketing attorneys and staff from our core carriers, as well as the knowledge and experience of over 200 participating Commonwealth representatives and home office staff to help you clarify your most confusing and unusual planning situations. Here you’ll find more samples of past forum Q&A. If you’d like to view the entire AMF archive on our web site, COMMunity Link, please contact Andrew or Janice for a password 1-866-462-3638. Enjoy!

Retirement Planning
  - Planning for the Client with No Earned Income
  - The Risks of Calculating RMDs for Clients
  - Parallel 457 and 403(b) plans

Savings for Education
  - UGMA Account and and Scholarship Question
  - Deducting a Tax Loss in a 529 Plan
  - Frontloading 529 Plan Contributions

Estate Planning
  - Naming a Trust as a Beneficiary
  - Income with Property Ownership
  - Dealing with Increased Exemptions through 2009

Business and Compensation
  - Lump sum Distribution from a Rabbi Trust
  - Any Problems with an Informal Buy Sell Agreement
  - Turning Deferred Comp into Income

Insurance and Annuities
  - QTIPs and Annuities
  - 1035 Exchange While Changing Ownership to a Trust
  - 2nd to Die Insurance in a 401(k)

Taxation
  - Capital Loss Carryover Between Trusts
  - Deferring Gain on Sale of Business
  - LLC vs S Corp

Charitable Giving
  - Charitable Lead Trust
  - CRT & Family Foundations
  - Charitable Giving with Qualified Plans

Long Term Care
  - Countable Assets for Medicaid
  - Protecting an IRA for Special Needs
  - Deduction for LTC Premiums in Professional Corporation