New Tax Deduction Might Favor Life Agents Over Retirement Advisors
By Allison BellThe IRS is definitely leaning toward lumping actuaries together with actors, doctors and other fancy people.
July 25, 2018
New Yorkers Trying to Flee High State Taxes Find Moving Isn't So EasyAmong wealthy residents, there's more buzz than ever about moving to Florida, but the claws of state tax authorities sink in deep.
July 23, 2018
Here's What the Millennials Around Me Said About BenefitsA broker wanted to know what the young adults around him were really thinking. Here's what he found.
July 17, 2018
5 New Attempts at Annuity HumorBecause, let's face it, people who live in fear of longevity need some laughs.
June 27, 2018
Why Do People Hate Immediate Annuities?Annuities can generate income in retirement — so where's the love?
June 27, 2018
FINRA Revs Up CRD, BrokerCheck OverhaulThe BD regulator's heightened review of brokers' backgrounds kicks in this month.
June 27, 2018
How Exposed Is Your Long/Short Manager?Make sure you know how much market exposure your long/short manager is taking to generate returns.
June 26, 2018
Are Roths the Future of 401(k)s?Tax rates will change, says one plan consultant, and savers can hedge their bets by adding Roths to the 401(k) mix.