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Vern Sumnicht
W6240 Commu●●●●●●●●●●●rt, Suite 1
App●●●ton , WI, 54914-8549
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Sumnicht, Vern
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APP●●●TON , WI, 54914
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Sumnicht, Vern
W6240 Co●●●●●●●●on Court
APP●●●TON , WI, 54914
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Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010. Investors and financial advisers are preparing to take advantage of a new tax law that makes it easier to gain access to Roth IRAs—even if it means breaking a sacrosanct rule about Roth conversions. For many investors, "the required minimum distribution makes them sick," says John Neyland, president of JCN Financial Group in Baton Rouge, La. "They don't want the government to tell them when to take the money out.". The in...
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Home | Legacy Financial Group
Skip to main content. THE LEGACY FINANCIAL GROUP. We are The Legacy Financial Group. Legacy is an independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. Team Our team of professionals. Financial Advisor for the King Burkholder Team. He builds bro...
Estate Planning Attorney Barrington
What are Revocable Living Trusts? Can I prepare my Will without my husband? Tips for the recently widowed. Gift and Charitable Annuities. Capital Gains Tax Issues. For Highly Paid Execs. Do I need a trust? Different charities for a couple? Probate and Tax FAQ. Does a will avoid probate? Tax Planning Case Study. Tax Season and Probate. Can they Take My Money? What we do for you. We Assist Families with the Complexities of Wealth. Do I need a trust? I only have a house. Do I need a trust? Would you want yo...
Legacy Advisor, LLC - Home
Is an independent, insurance and fee-based financial planning firm owned and managed by Kurt DeVries, J.D. Kurt has over 15 years experience in financial planning, estate and business succession planning, life insurance, and executive compensation and benefits. . Unlike many other financial advisors, we do not sell or solicit. Not sell any products to fee-based. Insurance Services and Products. Cash Value) and Term Life Insurance. Multi-Disciplined Advice (Law & Finance). Kurt DeVries, J.D.,. The most d...
