Sitemap

Navigation

• Home
• Our Team
• Planning
• Our Location
• Planning Your Future
• Our Firm
• Process
• Investment Approach
• Comprehensive Services
• Our Services
• Friends & Family
• Begin Your Investment Plan
• Clients
• Client Service
• Resources
• Client Center
• Videos
• Newsletters
• Articles
• Calculators
• Tax Library
• Glossary
• Login
• Introducing Others to the Kirkpatrick Investment Group
• Contact

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?

Articles

• Risk Management
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Assessing Disability Income Insurance
  HMOs and PPOs
  Medicare Coverage
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
  Insurance Claims
  Why Purchase Life Insurance?
  Last-Survivor Life Insurance
• Cash Management
  College Financial Aid
• Investing
  Bonds
  Asset Classes
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  What Key Estate Planning Tools Should I Know About?
  Living Trusts
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income