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.
Small Business Gets Year-End Relief for Health Reimbursements
Your small business clients will be able to offer qualified small employer health reimbursement arrangements (QSEHRAs) beginning in 2017.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
The End of Long-Term Care Insurance as We Know It?
Many insurance carriers who have exited the traditional LTCI market have developed alternative products.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.