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."
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?
For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
Planning for Longer Lives: Fading Capacity
A corollary to planning for higher income in retirement is planning for the time when one may not be able to manage one’s own care.
Gun Trusts? Yes, Gun Trusts.
The disposition of a firearm at death is not so simple.
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.
5 Metrics to Help Advisors Master Online Commercial Real Estate Investing
The passing of the JOBS Act drastically changed the CRE investing environment, opening single-asset opportunities to the masses.
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.
3 Tips for Effective Crisis Management
Unless a crisis is handled efficiently, effectively and with due deliberation, a disruption can significantly impact business, affect revenue and damage reputations.