TOOLS
of WEALTH
2 notebooks - 3 ringed
BENEFIT PLANS / RETIREMENT SAVINGS PLANS:
- Authored by a lawyer and a human resource consultant
- 354 pages
- discusses IRS code and plans
- helpful for both employer and employee
- gives examples and forms
- 401k's, HSA,HRA, section 125 and more
- codes and regulations also
ACCUMULATION and PRESERVATION of WEALTH / PERSONAL PLANNING
- written by a lawyer
-196 pages
- examples of legal forms
- discusses Wills, Trusts, Estates,Property,Power of Attorney & your children
- those necessary forms to make sure your life/estate is in order
- section by section so you can use only what you want at a time.
Amount = $20.00
Cash only - exact amount.