7 ways to make your clients' portfolios tax efficient
Here are a few strategies to reduce income taxes as the year end approaches.
Rising capital gains taxes: What’s an investor to do?
In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.
Making IRAs last two lifetimes
An annuity within a retirement account, like a 401(k) or IRA, can provide lifetime income for the surviving spouse.
Start Roth IRA Conversion Planning Now
On January 1, 2010, nearly $1.4 trillion of retirement assets will immediately become eligible for conversion to Roth individual retirement accounts
Variable annuities: Retirement account insurance
Most Americans can no longer rely on pension plans or Social Security to provide guaranteed income for life. Instead, more baby boomers must rely on...
Should I stay or should I roll?
Most 401(k) plan participants have the right to roll over their plan assets to an IRA when they change jobs, retire or reach age 59....