Avoid the Working Retirement Tax Penalty
The question of working in retirement and how this income impacts a clients’ taxes who is also currently claiming Social Security benefits is a tricky one.
Jamie Green: The Right Man at the Right Time
The former editor never lost sight of the real goal: providing information to help independent financial advisors better serve and care for clients.
Don’t Settle for Less: Key Steps to Maximize HSA Growth Potential
When it comes to managing an HSA, the investment advantages can be stretched much further than the triple tax savings already offered.
Glory Days Are Over: 4 Tips for Investing in a Low-Return World
Ronald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
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.