Treasury Proposes Curbs on Use of Life and Annuities in Wealth Planning
By Allison BellClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 07, 2024
12 Unhealthiest Big Cities in America: 2024Health risks like obesity, smoking, drinking and air pollution are more prevalent in these cities, SmartAsset finds.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
March 01, 2024
12 Worst Tax States for High EarnersPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
12 States With the Lowest Property TaxesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,869.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.