The case study below was contributed to the book Your Wills Trusts, & Estates Explained Simply by Margo Pierce
Retirement Accounts and Retirement Planning
Below are links to the first page of several case studies I did for Peter Montoya, Inc., The Financial Services Marketing Firm. Peter was looking for accessible case studies on complex financial issues. The case studies were usually 800-1000 words in length. I also wrote two cover letters for the case studies. One was to prospective clients. The other was to other allied professionals – CPAs, lawyers, etc. These samples were written in late 2008 through early 2009. To see complete samples, please contact me directly.
Net Unrealized Appreciation & Stock Options
Qualified Charitable Distributions
Roth Conversions
72(t) and Variable Annuities
College Planning
Trusts as IRA Beneficiaries