The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Are IOVAs the Future of Variable Annuities?
While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
This Is the Basic Tax Rule for Annuity Payments
Tax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.
What Are Gift Tax Issues With Annuities?
Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
3 Steps to Offering Fiduciary-Friendly Rollover Advice
Financial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
What Are Taxes on a Lump Sum Payout of an Annuity?
Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
Despite DOL Fiduciary Suspension, Merrill, Morgan Stanley Roll Out Products
Despite the delayed applicability of the DOL fiduciary rule ordered by President Trump, advisors are providing guidance to small-business owners looking to offer 401(k)s.
How Advisors Can Put Advice & Clients First
With tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.