New Fannie Mae Policies Help Student Borrowers Get Mortgages
The policy changes reduce the cost of cash-out refis for student loan borrowers.
Old Student Debt Can Haunt Social Security Benefits, but New Bill Offers Help
Bill by Democratic senators would repeal change in law that allowed earned benefits to be garnished to collect federal debts, like student loans.
Advisors on Trump’s Tax Plan: Praise, Concern and Shrugs
None of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
White House Unveils Trump’s First Tax-Cut Bid, Corporate Rate of 15%
Tax plan calls for shift to territorial system for companies; top individual tax rate would be cut to 35% from 39.6%.
Trump’s 15% Business Tax Seen as ‘Gambit’ as He Unveils Plan
The 15% tax would apply to corporations and pass-through entities, which could create an incentive for some to create such entities for tax purposes.
How Trump's Tax Proposal Could Affect the Muni Bond Market
Cuts in marginal personal and corporate income tax rates and the elimination of the state and local tax deduction from federal taxes could affect munis.
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.
3 Lessons Prince Left Agents and Advisors
The Rock and Roll Hall of Famer died a year ago, without a will.