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Legal & Tax Trends

Summer 2011 Issue # 1 - Private or Family Split Dollar Arrangements

Winter 2011 Issue # 3 - The Tax Act of 2010

Fall 2010 Issue # 1 - Qualified Plan Controlled Group Rules
Winter 2010 Issue # 1 - Roth IRA Conversion
Winter 2010 Issue # 2 - Supplemental/Special Needs Planning
Winter 2010 Issue # 3 - Trusts as Owners of Annuities
Spring 2010 Issue # 1 - Required Minimum Distributions
Spring 2010 Issue # 2 - Crummey Powers

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Insurance offered through the Enterprise General Agency (EGA), Somerset, NJ 08873, and the Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Peter Rosengard is an investment advisor representative and a registered representative of MetLife Securities, Inc. (MSI), which is a registered investment advisor and a member of FINRA/SIPC. Products and services offered through R⁴ Employee Benefit Solutions^TM and R⁴ Enterprises^TM are not guaranteed, endorsed, recommended, or affiliated with MLIC, MSI or the EGA. R⁴ Risk & Wealth Solutions^TM is a marketing name of MLiC.