Because the political tension between Republicans and Democrats in the coming election year isn’t going to subside, most tax planners don’t expect any tax law changes until at least 2013, said adviser Lauren Locker, owner of Locker Financial Services LLC. But they’re coming, and advisors are already beginning to help wealthy clients prepare. Recommendations include selling lucrative investments while capital gains taxes are low, converting traditional individual retirement accounts into Roth IRAs, and donating appreciated securities instead of giving cash to favorite charities.
As America moves toward the next general elections, the ACLI has named its next general.
UnitedHealth says one challenge is that a cost estimator tool doesn't reflect the value of supplemental benefits.
The publicly traded China Oceanwide unit says it needed cash partly because of the state of the economy.
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