What’s Next for IRS and Tax Planning? Commissioner’s Remarks Offer Some Hints
By Richard Niles, J.D.Douglas Shulmans farewell speech at AICPA conference suggests what advisors and clients may expect from the IRS in the near future.
November 13, 2012
Have your cake… and eat it, tooEquity indexed annuities can protect principal and give your clients a chance to participate in future market gains.
November 13, 2012
Should Advisors Have to Disclose All Pressures to Maximize Revenues?The fiduciary and broker bonus debate revisited, with the help of Ron Rhoades. Should RIAs have to disclose their salaries and bonuses?
November 13, 2012
Retirement Planning for Next Four Years Under President ObamaWith the election behind us, its time for your clients to turn their attention to the looming tax reforms that should take shape over the next two monthsand how these reforms can affect their retirement planning.
November 12, 2012
Walmart just moved your cheeseI hate to say I told you so, but ... I totally told you so.
November 12, 2012
Walmart just moved your cheeseI hate to say I told you so, but ... I totally told you so.
November 12, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 12, 2012
LTCI Watch: CommunicationsMaybe the industry could do more to protect older policyholders against disasters.
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