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."
Trump’s Tax Plans Coming Next Week, White House Official Says
Word comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
Mnuchin Says Tax Overhaul Plan Will Still Happen by Year's End
The Treasury Secretary says tax reform will get done even if health care reform doesn't.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
Galvin Concerned by State’s Use of Private Agencies to Collect Delinquent Taxes
“The government’s use of private collectors muddies the situation in the public’s mind,” Massachusetts Sec. Galvin warns.
GOP Proposes to End Big Tax Break for Democratic States
Republicans want to end state and local income tax deduction from federal taxes. New York, California and New Jersey taxpayers would be hit hard.
Government Shutdown Could Roil Markets, Tax Cuts Still Doable: Friedman
Republicans will cut taxes this year to avoid embarrassment, but full-scale reform is uncertain, says Washington Update's Andy Friedman.
Most Americans Say Tax System Is Unfair: Pew Research
But at the same time, the majority say their personal tax burdens are not.
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?