Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• 72t on the net - On this site you will find information on IRC Section 72(t) and IRC Section 72(q). These plans are typically referred to as Substantially Equal Periodic Payments [SEPP] Plans. There is also information on Minimum Distributions and a variety of helpful calculators.
• BISYS Life Insurance Services - BISYS is the nation's largest independent distributor of life insurance. Through our business relationship with BISYS, we are linked to a national network of approximately 25,000 financial services professionals with the products manufactured by approximately 175 highly rated insurance companies. This linkage allows us to find the right insurance solution for our clients' risk management needs.
• CA Board of Accountancy - Check our individual CPA license status on this site.
• CFP Board - Check out our individual CFP members licensing status on this site. this site also provides detailed information about the licensing requirements of being a Certified Financial Planner.
• IRA Help - Click on this site to learn about the various planning options and potential tax traps for your retirement accounts. Lau Financial Services is named as a Green Beret of IRA by this site's author.
• IRS - This official IRS site provides tax forms, publications, and other Federal tax related information for your reference.
• Pershing, LLC - Our brokerage accounts generally clear through Pershing,LLC, a subsidary of Bank of New York. Pershing works behind the scenes to provide the people, services, and technologies that help make successful investments possible. It is the source for a diverse array of securities trading, clearing, information management, and financial products and services. The information contained in this site will give you a glimpse of what Pershing, LLC offers to support the financial and investment community.
• Renaissance Charitable Trust Services - Renaissance specializes in assisting individuals interested in using charitable trusts as vehicles to create social capital through estate and income tax savings.
• Roth IRA - The purpose of this site is to provide technical and planning information on Roth IRAs to practitioners and consumers.
• THE ESTATE PLAN - Learn about estate planning documents and planning strategies. Through The Estate Plan (TEP), you may have your trust and estate planning documents prepared by TEP's network attorneys.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.