Problems with jointly owned deferred annuities
By John L. OlsenEvery so often, I get a call from an attorney or agent about a deferred annuity that someone decided should be owned in joint tenancy with right of survivorship (JTWROS). Sometimes, there's no serious problem. Sometimes, there is. Occasionally, the problem is beyond fixing.
November 27, 2012
Who fleeced J.R.?The death of actor Larry Hagman has revived the story of his lawsuit against Citigroup for bad financial advice...as well as fears that selling to seniors poses risks for both sides of the deal.
November 27, 2012
Taxing life insurance benefits would be bad—up to a pointThe growing chorus among the nations political elite for closing so-called tax expenditures or loopholes as part of a bipartisan tax-reform package have placed the tax-favored status of life insurance squarely within Congress cross-hairs.
November 27, 2012
Taxing life insurance benefits would be bad—up to a pointThe growing chorus among the nations political elite for closing so-called tax expenditures or loopholes as part of a bipartisan tax-reform package have placed the tax-favored status of life insurance squarely within Congress cross-hairs.
November 27, 2012
Real politicsA working LTCI agent looks at what civic fortunetellers were saying in 2008.
November 27, 2012
Real politicsA working LTCI agent looks at what civic fortunetellers were saying in 2008.
November 27, 2012
In Passing: Joseph E. Murray (1919-2012)Joseph E. Murray transformed medical science by pioneering the first organ transplants and saving hundreds and thousands of lives even though he was initially decried as a monster for even thinking of it.
November 27, 2012
In Passing: Joseph E. Murray (1919-2012)Joseph E. Murray transformed medical science by pioneering the first organ transplants and saving hundreds and thousands of lives even though he was initially decried as a monster for even thinking of it.
Commentary