Indexed Annuities Exemption Would Ease DOL Fiduciary Burden
While fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
Business succession planning and the buy-sell agreement
A buy-sell agreement can provide business shareholders or co-owners with options.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Fixed Indexed Annuities to Dominate 2017 Annuity Marketplace
While the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.
The Roth annuity: a bright star in annuity investing
For the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
State crackdown on annuities sharpens suitability issues for advisors
Explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
State Crackdown on Annuities Sharpens Suitability Issues for Advisors
As states crack down on suitability review issues, an advisor’s ability to determine which annuity product is advisable has never been more important.
4 Tax-Planning Tips for a Fiscally Healthy 2017
While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
4 tax-planning tips for a fiscally healthy 2017
The time is now to develop strategies around President-elect Donald Trump's proposed tax code changes.