Case Study #2 (Asset Analysis)
{"Image DocumentName": "Case Study #2 (Asset Analysis)", "Image ImageDescription": "Retirement Plan (IRA) ( 500,000) Deferred annuity ( 500,000) Undeveloped land ( 500,000) All the family assets ( 4.275 million) We will focus on four planning strategies for Ken and Jennifer regarding the following assets: Each technique works because the social capital portion of the asset classification will go to a favorite Charity or Family Foundation at death, not the IRS. Note: Each analysis includes a provision for  150,000 of increasing. annual after tax cash flow for Ken and Jennifer\u2019s retirement.", "Image XResolution": "37", "Image YResolution": "37", "Image ResolutionUnit": "Pixels/Centimeter", "Image Software": "SlidePlayer", "Image YCbCrPositioning": "Centered"}