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.
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump Rally
The Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
Start Worrying About Long-Term Care
Will long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
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.
DOL Fiduciary Rule's Fate: 3 Possible Scenarios
Even if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
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.
New Social Security Rules: How to Maximize Benefits
While many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
New Regs Encourage Split Annuity Pension Option
IRS rules change the traditional decision-making process for clients on whether to accept a lump sum from a pension plan or an annuity.