The “Holy Grail” of Planning?
In the twenty-five years that Keith L. Mohn, CLU, CHFC has been creating asset management plans and compensation strategies for physicians and other business owners, he has seen financial planning techniques come and go. “From the massive changes in the tax code enacted under ERISA in the mid-seventies through today’s Pension Protection Act, one thing has become certain,” says Mohn. “Death and taxes aren’t the only things we can count on. Here to stay is also a constantly changing business,...
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