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FINANCIAL PLANNER - An investment professional generalist who helps individuals delineate financial plans with specific objectives and helps coordinate various financial concerns.
Careers that are developing around the area of Elder Law include lawyers, paralegals, legal assistants, legal secretaries, guardians ad litem (GAL), various types of psychologists, care givers, financial planners, policy makers and legal advocates, ...
The SEP IRA is functionally similar to a self-settle trust, and a sound policy reason would exist to not shield SEP IRAs, but many financial planners argue that a rollover (or direct transfer) from a SEP IRA to a rollover IRA would give those funds ...
 See also: Term, Law, Security, Secret, Right
  
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