Nick Paleveda MBA J.D. LL.M

Nicholas Paleveda MBA J.D. LL.M

Bellingham, WA

Joined: March 27, 2012

Browse My Most Recent Blogs

July 30, 2014
Life insurance in a qualified plan: The basics you must know

July 2, 2014
IRS approves annuities in an IRA

June 18, 2014
This just in from the U.S. Supreme Court: Inherited IRAs are not protected in bankruptcy

June 9, 2014
Selling annuities: A criminal offense in California

May 21, 2014
Borrowing against a life policy and you don't pay it back: What next?

March 28, 2014
The 2013 Case of the Year for retirement plans

March 5, 2014
Will the situation in Russia increase life and annuity sales?

February 19, 2014
Tax-favored qualified plans

January 8, 2014
IRA inheritance: It's not your parent's retirement plan

December 30, 2013
The need for the irrevocable insurance trust — in certain states

December 11, 2013
Neasham case review: Is this California or Russia?

December 10, 2013
Year-end tax planning FAQs

November 6, 2013
Why an insurance contract plan is more tax-efficient than a 401(k)

October 28, 2013
Longevity annuities: A solution for long-term care?

October 15, 2013
Glenn Neasham is the winner — and still lost

October 2, 2013
Tax deductible buy-sell: Is it possible?

September 26, 2013
"Per stirpes" life insurance beneficiaries: You've got it wrong

September 23, 2013
Does the 1 percent really need life insurance?

September 18, 2013
Warnings against certain captive insurance companies

September 9, 2013
Should the prosecuting attorney in the Neasham case be disbarred?

August 6, 2013
Detroit went bankrupt because they failed to plan — sound familiar?

July 31, 2013
5 tax plans for a top producer's practice

July 17, 2013
Estate planning is dead — Long live retirement planning!

July 11, 2013
Tax-deductible life insurance?

April 23, 2013
Business transitions and life insurance

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