The Creative Edge Planning website was created to provide an easy to use financial portal for the estate planner and financial planner. The site is designed to be a one-stop shop, enabling the planner to find information and perform calculations for all sorts of estate and financial planning situations in one place, rather than executing time-consuming searches and surfing the internet.

The following is a snapshot of what is provided to you for free. To see any of the features of a section on our website, just click the appropriate link above the section. Please keep in mind some of the sections are rather sparse at this time. We will continually be adding to the sections as time goes on.

Estate Planning

This section is packed with loads of information on estate planning: estate and gift tax tables, generation skipping, ¤6166, ¤303 redemptions, buy-sell agreements and much, much more. Nifty calculators are included as well, including an estate and gift tax calculation and ¤6166. A subsection of this section includes AFRs and is discussed below. read more    

Applicable Federal Rates & ¤7520 Rates Investment Rates of Return

Here you will find all the current applicable federal rates, Section 7520 rates, and various investment rates of return. Histories for these rates and returns are available as well, with comparison to other rates or investment returns, all graphed so you can see trends. To see these features, click the appropriate link above now. read more read more    

Life Insurance and Annuities

In this section you will find presentations to help you illustrate how life insurance and annuities work. If you have not looked closely at the newer generation products in a while, you will want to check this out. In addition, a comprehensive presentation to educate you and your clients on the new rules regarding split dollar is included. read more    

Qualified Plans and IRAs

This section will allow you to retrieve information on contribution limits for various qualified plans and IRAs. Also, many calculators are available to project retirement income or the contributions needed to achieve a target retirement income as well as minimum distribution calculations and the concept of the ãstretch IRAä. read more read more    

Investments

Perhaps the most valuable aspect of this section is the ability to quickly retrieve the rates of return for various investment classes and see them in a graphic format for comparison purposes. Ordinarily you would have to pay a service hundreds or even thousands of dollars to get these graphs. With Creative Edge Planning, it's FREE!!! read more    

Charitable Planning

Information regarding deduction limits and other vital information for charitable planning is provided. read more    

Social Security

This section will give you the current wage base as well as links to the Social Security Administration so you can calculate the potential income from Social Security. read more    

 

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. Creative Edge Planning is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

Financial Calculators are licensed through KJE Computer Solutions, LLC
Stock Charts are licensed through QuoteMedia, Inc.

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