Retiring Abroad: Is Paradise Losing Its Luster?
Most retirees who dream of moving abroad seek a simpler, less expensive place to spend their later years. But new tax laws are complicating matters.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
Can Cash Value Life Insurance Be Smarter Than a Roth IRA?
There are many advantages to Roth IRAs but also many complicated rules. Enter cash value life insurance, which can help maximize tax-free retirement income.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
Ask the Advisor: Long-Term Care Advice
Retirement planner Susan John, founder and president of Financial Focus Inc., discusses the LTC market and how advisors can best help their clients understand it.
Medicaid Privatization Begins in Florida, Likely to Grow Nationally
Federal officials gave final approval last June to Florida's Medicaid managed care program, which will move nearly 3 million recipients into private HMOs by the beginning of 2014. Florida's legislature first passed the initiative in 2011, with proponents arguing that Medicaid's normal fee-for-service system leads to inefficient resource allocation and...