Recent Revenue Ruling: Favorable Life Settlement Tax Treatment
By Robin S. Weinberger | Peter N. KatzThe ruling also involved clarification of the term insurance basis.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 23, 2021
RIA vs. IBD: Which Option Is Right for You?Prospective breakaway advisors often have a hard time deciding between different individual models and options.
February 23, 2021
Are Annuity Providers Safe?An actuary assesses the impact of COVID-19 on the issuers.
February 22, 2021
Thinking of Starting an RIA? Think CarefullyThe trajectory of the BD industry could be a cautionary tale for advisors who want to start their own RIA.
February 22, 2021
Retirement Planning Considerations for ImmigrantsA retirement specialist looks at how immigrants and their children may see income planning.
February 19, 2021
3 Ways to Keep Your Network Strong NowThe author is not talking about some fine, normal point in time, but…
February 19, 2021
Giving Hearts, and Wallets, Some LoveValentine's Day is over. An Aflac executive hopes conversations about heart health will continue.
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