The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
Doctor Performs Autopsy on U.S. Retirement System
Failure to raise the retirement age will be cited on America’s death certificate if we don't act, Dr. L. Stephen Coles says.
How Merrill Navigates the Bizarro World of Retirement
One boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.
Annuities and Taxes, Pt. 5: Longevity Annuities
The Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
Insurance in Small Business Sucession Planning
The Tax Facts Online experts help explain the details of buy-sell agreements in business succession planning.
How to Get Tax-Free Retirement Income With Life Insurance
Life insurance can be a tough sell for advisors with clients who see it as an expense rather than an investment.
New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.
Does the independent advisory industry really need another study?
Having Fun While Experiencing Constant Rejection
Sales statistics — the number of no’s per yes — can be grim. Is it possible to succeed at sales while having a good time?