Year-End Tax Planning: Are Variable Annuity Losses Deductible?
By William H. Byrnes, Robert BloinkYes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.
December 06, 2011
Long-Term Care Awareness Month 2012: Let's Get CrackingNovember 2011 has just passed -- but November 2012 is just 11 short months away, and LTCAM won't happen all by itself.
December 05, 2011
Survey Says: More Transparency, Innovation for AnnuitiesA new study by the Financial Planning Association provides insight into retirement plans and the growing role that annuities are playing for advisors and their clients.
December 05, 2011
Survey Says: More Transparency, Innovation for AnnuitiesA new study by the Financial Planning Association provides insight into retirement plans and the growing role that annuities are playing for advisors and their clients.
December 05, 2011
The Catch: Guardian Scans the Crystal BallA mutual insurer delivers a sobering forecast, remember the revolution of 1978, and more.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
December 05, 2011
Variable Annuities: Why They Make Sense Even NowInvesting should be done with the intent of one, not losing money and two, earning more than inflation after income taxes. With this in mind, are your clients playing it too safe?
December 05, 2011
Advisors and Investing: Selecting, Monitoring Funds in the PortfolioMy process for selecting and then monitoring investing vehicles for my clients.
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