This page contains related links for actuarial and benefit information, investment advisors, accountants and tax specialists. These links are provided as a convenience for our website visitors, they are not necessarily endorsed by ALI Actuarial & Retirement Plan Services.
Links to actuarial & benefit information:
Internal Revenue Service (IRS) home page...www.irs.gov
Pension Benefit Guaranty Corporation (PBGC) home page...www.pbgc.gov
American Society of Pension Actuaries (ASPA) home page...www.aspa.org
Society of Actuaries (SOA) home page...www.soa.org
About.com's Guide to Retirement Planning...www.retire.about.com
Anything you ever wanted to know about 401(k) plans...www.401khelpcenter.com
Links to investment advisors, financial planners, and related services:
Annuity FYI - www.annuityfyi.com - Learn about and compare the best fixed and variable annuities. Annuity rates and quotes for variable and fixed annuities.
Annuity HQ - www.annuityhq.com - Objective side-by-side comparison of today's top 39 annuities. Located in Houston, TX.
www.annuityshopper.com - help with annuity purchases. Located in Monroe Township, NJ.
Mark Hebner www.ifa.tv - investment advisor located in Monterey, CA.
David K. Laidlaw, CFA www.laidlawgrp.com - investment advisor located in Katonah, NY.
Kipley J. Lytel, CFA www.mcapitalmgt.com - financial services firm located in Santa Barbara and Santa Monica, CA. Offers wealth and money management, financial and retirement planning, investment advice, and investment portfolio services.
Bill Middleton www.prudentportfolios.com - investment advisor located in Seattle, WA.
Medicaid Annuities www.medicaid-annuity.com - sells annuities, located in Monroe Township, NJ.
Jennifer McWethy, CPC www.mcwethy.com - investment advisor and retirement consultant located in Kirkland, WA.
Tom Napier www.napiercpa.com - investment advisor, business evaluator, and succession planner located in Portland, OR.
Hussein Abdulrasool www.research401krollover.com - Comprehensive information pertaining to 401(k) plans including rules & contribution limits, IRA rollovers, conversions & re-characterizations, latest 401k industry news, IRS tax forms & deadlines & vesting & minimum distribution rules.
Erich Ruth www.1099fire.com - 1099Fire is dedicated to providing feature-rich 1098, 1099, 3921, 3922, 5498, 1042-S and W2 software. Import, print and eFile 1099 forms the quick and easy way!
John Scanlon www.vectormm.com - investment advisor located in Jackson, MS.
Umang Sagar www.totalreturnannuities.com - offers fixed rate annuities and annuity quotes; information on immediate annuities, annuity calculators, deferred and variable annuities, retirement, insurance, and 401(k)'s.
Links to accountants and tax specialists:
Nick DiNatale www.cpaofficeonline.com - certified public accountant located in Melrose, MA.
Dave Kaufman www.denvertax.com - tax software; located in Denver, CO.
More will be added as we link up with other sites.
If you have any questions about our services, capabilities, or prices, please contact us at ALI Actuarial & Retirement Plan Services.