Nick Paleveda MBA J.D. LL.M

Nicholas Paleveda MBA J.D. LL.M

Bellingham, WA

Joined: March 27, 2012

Browse My Most Recent Articles

August 21, 2014
5 bad pieces of advice from the Dave Ramsey radio show

August 4, 2014
The power of life insurance beneficiary designations

June 13, 2014
5 retirement plans every financial advisor should know

June 3, 2014
5 life insurance plans every financial advisor should know

May 27, 2014
5 tax plans every financial advisor should know

May 5, 2014
Dave Ramsey needs your help!

February 25, 2014
Illegal 412(i) plans finally get slammed by the Tax Court

November 25, 2013
Did Joseph Belth's Insurance Forum get it wrong concerning Glenn Neasham?

September 3, 2013
What producers must know about 412(e)(3) plans

July 3, 2013
Glenn Neasham, dementia and a potential solution to protect agents who sell to seniors

May 2, 2013
Upgrade your estate plan with the OBIT and the 412(e)(3)

March 27, 2013
Buy term and invest the difference — not anymore!

March 13, 2013
419 plans: A victory for the taxpayer in 2013 where the IRS was pinned

March 6, 2013
Optimal numbers in tax planning

February 20, 2013
Top 10 tax strategies for 2013

October 31, 2012
Captive insurance companies or 412(e)(3)?

October 4, 2012
Studying a paradox: When higher marginal tax rates helped the economy

September 11, 2012
The hidden cost of a 401(k) plan

August 2, 2012
3 recent Supreme Court decisions relating to retirement plans — How to eliminate a billion dollar mistake!

July 12, 2012
Could Civil War era fiscal policy erase the U.S. national debt?

June 19, 2012
Opportunities to sell annuities to qualified plans: The QLACS are coming

May 17, 2012
Is the rollover business start up technique legal?

May 3, 2012
The equity out retirement plan

April 16, 2012
Understanding Section 79 plans

April 4, 2012
Cross tested retirement plan: The future of tax and asset protection planning for small business owners

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